Prepare federal and state individual and business tax returns, review general ledger and financial statements, perform reconciliations and adjusting entries, support month- and year-end close, prepare tax workpapers and estimates, advise on tax planning, respond to client inquiries and tax notices.
This is a remote position.
About BFGBusiness 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.
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.
- 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
- Form 1040
- Experience with small business clients
- Strong General Ledger and financial statement review experience
- Experience with adjusting journal entries and year-end tax adjustments
- 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
- Form 5471
- CFCs, Subpart F, GILTI
- Foreign Tax Credits
- Forms 8992, 8993, 1116, 1118, 8865, and 8938
- 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
- QuickBooks Online & Desktop
- Microsoft Excel (Intermediate to Advanced)
- Drake Tax, Lacerte, ProSeries, UltraTax, or CCH Axcess
- Xero (Preferred)
- Microsoft Office & Google Workspace
- 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
- 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
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Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
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