Prepare federal and state tax returns for individuals and businesses while reviewing financial statements and general ledger activity. Support tax planning initiatives, perform account reconciliations, and handle IRS and state notice responses.
This is a remote position.
About BFG
Business Financial Group (BFG) is a growing U.S.-based accounting, tax, payroll, and advisory firm helping small business owners reduce taxes, improve profitability, and build stronger businesses. We serve clients across the United States through proactive tax planning, accounting, bookkeeping, payroll, and advisory services.
Position Summary
We are seeking an experienced Tax Preparer & Accounting Specialist to prepare U.S. federal and state tax returns, review accounting records, analyze financial statements, maintain General Ledger accuracy, and support tax planning and compliance initiatives.
Required Qualifications
- Bachelor's Degree in Accounting, Finance, or related field preferred
- EA, CPA, or CPA Candidate preferred
- Minimum 3 years of recent U.S. tax preparation experience
- Experience preparing:
- Form 1040
- Form 1120S
- Form 1065
- Form 1120
- Schedule C & Schedule E
- K-1 Reporting
- Experience with small business clients
- Strong General Ledger and financial statement review experience
- Experience with adjusting journal entries and year-end tax adjustments
Technical Tax Knowledge
- Individual Taxation (Form 1040, Schedules A, C, D, E)
- Business Taxation (1120S, 1065, 1120)
- Multi-State Tax Returns and State Compliance
- Depreciation, Fixed Assets, Section 179 & Bonus Depreciation
- Shareholder Basis, Partnership Allocations, Corporate Distributions
- Tax Credits, Deductions, and Estimated Tax Calculations
Preferred International Tax Experience
- Form 5471
- CFCs, Subpart F, GILTI
- Foreign Tax Credits
- Forms 8992, 8993, 1116, 1118, 8865, and 8938
Key Responsibilities
- Prepare federal and state individual and business tax returns
- Review financial statements, General Ledger activity, and supporting documents
- Prepare tax workpapers and estimated tax calculations
- Perform account reconciliations and adjusting journal entries
- Review Balance Sheets, Profit & Loss Statements, and bookkeeping records
- Support month-end and year-end close activities
- Identify tax-saving opportunities and assist with tax planning
- Communicate with clients and respond to tax/accounting inquiries
- Assist with IRS and state notice responses
Software Requirements
- QuickBooks Online & Desktop
- Microsoft Excel (Intermediate to Advanced)
- Drake Tax, Lacerte, ProSeries, UltraTax, or CCH Axcess
- Xero (Preferred)
- Microsoft Office & Google Workspace
Key Competencies
- Strong U.S. tax and accounting knowledge
- Financial statement analysis
- Attention to detail and analytical skills
- Excellent communication and client service
- Ability to work independently and meet deadlines
Why Join BFG?
- Work with a growing U.S. accounting and tax firm
- Gain exposure to diverse small business clients
- Expand tax planning and advisory expertise
- Long-term career growth opportunities
- Collaborative international team environment