Tax Preparer job description template

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Tax Accountant Job Description Template

A tax accountant plays a vital role in assisting individuals and businesses with navigating the complexities of tax laws and ensuring compliance while also helping to identify opportunities for tax savings and reducing tax liabilities. This position requires proficiency in tax preparation, tax planning, and a deep understanding of tax-related strategies to support financial reporting and maintain adherence to IRS and other regulatory standards. Tax accountants often work with clients on preparing tax returns, handling audits, and implementing tailored tax strategies to optimize their financial outcomes.

A well-rounded tax accountant will also be proficient in soft skills including communication and interpersonal skills, problem-solving skills, and presentation skills.

Use this tax accountant job description template to attract highly qualified candidates who are proficient in tax preparation and skilled with tools such as QuickBooks and Excel. Consider hiring through Upwork, where you can find experienced professionals available for both full-time and freelance opportunities.

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Job Overview

We are looking for an experienced and detail-oriented tax accountant to oversee tax preparation and financial reporting for our clients. The ideal candidate will have a thorough understanding of tax laws, financial statements, and various accounting software. This role will focus on working with individuals and small businesses to help them optimize their tax strategies. Strong analytical skills, organizational skills, and the ability to interpret tax regulations accurately are essential.

The tax accountant will prepare income tax returns, conduct in-depth tax research, and provide actionable guidance on potential tax savings strategies. The role also requires strong verbal communication skills and a client-centered approach to ensure accurate, transparent communication about tax payments, liabilities, and deductions.

Key Responsibilities

As a tax accountant, you will:

Prepare tax returns. Complete and file income tax returns for individual and business clients, ensuring compliance with IRS regulations and accuracy in reporting.
Conduct tax research. Stay up to date with tax laws and evolving tax regulations to provide informed, accurate advice to clients.
Develop tax strategies. Identify and implement tax strategies that minimize tax liabilities and maximize tax savings.
Perform audits. Assist clients in audit preparation, working directly with tax authorities to address and resolve tax-related discrepancies or issues.
Manage tax planning. Advise clients on effective tax planning for upcoming tax years to ensure financial readiness and efficient tax payments.
Use accounting software. Employ tools like QuickBooks, Excel, and other accounting software to manage, organize, and analyze financial records and transactions.
Analyze financial statements. Review and assess financial statements for deductions, credits, and tax liabilities to create well-rounded tax reports.
Maintain client tax files. Keep client tax files well-organized and updated, ensuring that all financial information is accurate and readily accessible.
Prepare tax reports. Generate tax reports for client review, providing detailed insights into their tax compliance and planning outlook.

Qualifications and Skills

To be considered for the role of tax accountant, candidates should have:

Education. A bachelor’s degree in accounting, finance, or a related field. Additional qualifications, such as a CPA or master’s degree, are highly valued.
Experience. Three to five years of experience in tax accounting, tax preparation, or a similar role, with a proven track record of managing tax responsibilities.
Certification. A certified public accountant (CPA) license or an equivalent tax accountant certification is preferred.
Analytical skills. Strong analytical skills for evaluating financial records and identifying strategic tax-saving opportunities.
Time management. Effective time management skills to prioritize multiple clients, manage deadlines, and meet tax filing dates.
Knowledge of tax regulations. In-depth understanding of tax laws, IRS regulations, and compliance requirements to ensure accuracy and avoid potential issues.
Communication skills. Excellent verbal communication skills to facilitate clear discussions with clients and explain tax strategies effectively.
Software proficiency. Familiarity with Excel, QuickBooks, and other accounting software commonly used in tax preparation.
Organizational skills. Strong organizational skills for managing client files, tracking financial statements, and overseeing client data securely.

About Our Company

[Company Name] is dedicated to providing accurate and dependable tax accounting services, supporting both individuals and businesses in achieving financial stability and growth. Our team is committed to excellence in tax compliance and tax planning and focuses on delivering client-centered service. We foster a collaborative, supportive work environment where accuracy, attention to detail, and proactive financial advice are our guiding principles. By joining us, you will be part of a team that values integrity, diligence, and exceptional service in meeting clients’ tax needs.

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What does a tax accountant do?

A tax accountant specializes in preparing and filing tax returns for individuals, businesses, and larger organizations. Their primary responsibility is to ensure clients remain compliant with IRS and state regulations while identifying tax savings opportunities to reduce tax liabilities. Tax accountants stay current with tax laws and advise clients on effective tax planning and tax strategies that align with their financial goals.

Tax accountants also play a critical role in financial reporting by analyzing financial statements and maintaining accurate financial records. Their expertise includes using accounting software like QuickBooks and Excel to manage client data, prepare tax reports, and track tax payments. Additionally, they provide support during audits, helping clients address any discrepancies or issues with tax authorities.

Tax accountant duties and responsibilities

A tax accountant is responsible for various tasks centered on ensuring clients meet tax obligations while maximizing their financial potential. Key duties include:

Preparing tax returns. Accurately complete and file income tax returns in compliance with IRS standards.
Conducting tax research. Stay informed on current tax laws and new tax regulations to provide accurate client guidance.
Developing tax strategies. Create tax strategies that reduce tax burdens and promote tax savings.
Handling audits. Prepare clients for audits and address any tax-related questions or concerns.
Managing financial records. Maintain up-to-date financial records to support timely and accurate tax preparation.
Analyzing financial information. Assess financial statements to determine deductions, and credits, and assess tax liabilities.
Utilizing accounting software. Use tools like QuickBooks, Excel, and other software for efficient tax management.
Creating tax reports. Prepare and present tax reports to clients and stakeholders, offering insights into their tax compliance.
Maintaining client communication. Regularly update clients on tax processes, key decisions, and changes in tax laws.

How to write a tax accountant job description

Writing a thorough and clear tax accountant job description helps you attract qualified candidates who understand tax laws and have the skills to handle complex tax situations. Follow these steps:

Use a clear job title. List "Tax Accountant" prominently to ensure the position is easily identifiable.
Provide an overview. Describe the role’s key functions, emphasizing tax preparation, tax planning, and client support.
List key responsibilities. Highlight essential day-to-day duties, such as preparing tax returns and tax forms, conducting tax research, and maintaining financial records.
Specify qualifications. Include essential qualifications like a bachelor’s degree, CPA certification, and proficiency in accounting software.
Add company information. Provide details about your company’s values, client focus, and work environment to attract candidates aligned with your mission.

FAQ about tax accountants

1. What is the typical tax accountant salary?

The tax accountant salary can vary based on experience, industry, and location, generally ranging from $72,000 to $115,000 annually in the U.S., according to Glassdoor. Certified public accountants (CPAs) or those with specialized experience in certain industries may command higher salaries.

2. What qualifications are needed for a tax accountant?

A tax accountant generally holds a bachelor’s degree in accounting, finance, or a related field. Many tax accountants obtain a CPA certification or similar credentials to enhance their qualifications and career opportunities.

3. What skills are important for a tax accountant?

Key skills for a tax accountant include strong analytical skills, proficiency with accounting software (such as QuickBooks and Excel), thorough knowledge of tax regulations, and excellent time management. Communication skills are essential for client interaction and explaining tax strategies effectively.

4. How does a tax accountant support businesses?

A tax accountant supports businesses by ensuring compliance with tax regulations, reducing tax liabilities, and identifying tax savings opportunities. They provide essential services like tax preparation, financial reporting, and tax planning to support overall business growth and stability.

5. What is the difference between a tax accountant and a tax manager?

While both roles involve tax compliance and tax preparation, a tax manager typically has a supervisory role, overseeing tax accountants and developing more comprehensive tax strategies. Tax managers often handle more complex situations and lead tax initiatives within the organization as well.

Hire tax accountants on Upwork

Looking to hire an experienced tax accountant to support your tax and financial needs? Post a job on Upwork to connect with skilled tax accountants who specialize in tax preparation, tax planning, and financial reporting. Begin your search on Upwork today to find the right tax professional to assist with your individual or business tax goals.

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$12 hourly
Jenifer M.
- 4.9
- (32 jobs)
Baguio, BENGUET
Tax Preparation
Ecommerce
Xero
MYOB Administration
Google Docs
Bookkeeping
Balance Sheet
Intuit QuickBooks
Microsoft Excel
Bank Reconciliation
Account Reconciliation
Data Entry
Accounting
Financial Report

Be stress free from worries of financial. You can focus more on growing your own business and increasing your sales! I am a dedicated Accountant with 5 years of experience. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organization. I am experienced in following areas: *Bookkeeping for Companies/Trusts and Individuals using Xero, QuickBooks, Zoho and MYOB *Maintain an accurate record of financial transactions *Preparing Bank, GST and Payroll reconciliations *Carry out daily accounting activities such as reconciliation of receivable and payable, bank reconciliations, payroll processing etc. *Preparing Monthly Accounts/ Dashboards as per client requirements *Preparing Financial Reports and Tax Returns of Companies/ Trusts and Individuals *Gathering information and prepare working papers for tax audits. I'm absolutely friendly and creative! I love reading magazines, cooking and watching shows related to fashion, travels and lifestyle.
$220 hourly
Aleksandr M.
- 5.0
- (61 jobs)
Los Angeles, CA
Tax Preparation
IRS Income Tax Audits
IRS Resolution
Financial Analysis
Financial Modeling
International Taxation
Tax Law

Experienced tax expert with 7+ years of experience in US tax preparation, tax strategy, tax optimization. I've experience of working for big multi-million corporations as well as well as solving complex tax issues of individual taxation. During my working experience I've also represented my clients before the IRS for audits and other taxation issues. As an IRS Enrolled Agent I have unlimited representation rights similar to attorneys and CPAs. This means I'm unrestricted as to which taxpayers I can represent, what types of tax matters I can handle, and which IRS offices I can represent clients before. Besides the US taxation, I've also worked as a CFO for a big hospitality chain. During that period I've developed together with my team an entire financial ecosystem including all the processes and workflows. I'll be happy to help you with any complex issue you may have.
$75 hourly
Shelby G.
- 5.0
- (31 jobs)
Clarksville, TN
Tax Preparation
Asset Management
Capital Expenditure
Buildium
QuickBooks Online
Accounts Receivable Management
Real Estate
Account Reconciliation
Microsoft Excel
Accounts Payable
Bookkeeping

Hi, I'm Shelby! I have a corporate accounting background and have been doing contract/freelance work for almost 6 years now and love it! Below is a bit about my experience; -Certified QuickBooks Online ProAdvisor -Bachelors degree in Accounting -5 years of corporate accounting in Nashville, TN -8 years of tax prep experience (I no longer do taxes) Attention to detail is the strength I'm most complimented on by clients. Open to projects and ongoing work. I look forward to hearing from you!

$12 hourly
Jenifer M.
- 4.9
- (32 jobs)
Baguio, BENGUET
Tax Preparation
Ecommerce
Xero
MYOB Administration
Google Docs
Bookkeeping
Balance Sheet
Intuit QuickBooks
Microsoft Excel
Bank Reconciliation
Account Reconciliation
Data Entry
Accounting
Financial Report

Be stress free from worries of financial. You can focus more on growing your own business and increasing your sales! I am a dedicated Accountant with 5 years of experience. I always pay extra attention to the details of working paper and focus on accuracy as well as an excellent presentation for reviewers. Self-review skill is my key attribute for performing every task. Having achieved many goals in my accounting, tax and internal auditing services career, I am interested in expanding my professional horizons in these fields. I would enjoy having the opportunity to talk with you about your financial needs, and how I could use my extensive knowledge, skills and experience to benefit your organization. I am experienced in following areas: *Bookkeeping for Companies/Trusts and Individuals using Xero, QuickBooks, Zoho and MYOB *Maintain an accurate record of financial transactions *Preparing Bank, GST and Payroll reconciliations *Carry out daily accounting activities such as reconciliation of receivable and payable, bank reconciliations, payroll processing etc. *Preparing Monthly Accounts/ Dashboards as per client requirements *Preparing Financial Reports and Tax Returns of Companies/ Trusts and Individuals *Gathering information and prepare working papers for tax audits. I'm absolutely friendly and creative! I love reading magazines, cooking and watching shows related to fashion, travels and lifestyle.
$220 hourly
Aleksandr M.
- 5.0
- (61 jobs)
Los Angeles, CA
Tax Preparation
IRS Income Tax Audits
IRS Resolution
Financial Analysis
Financial Modeling
International Taxation
Tax Law

Experienced tax expert with 7+ years of experience in US tax preparation, tax strategy, tax optimization. I've experience of working for big multi-million corporations as well as well as solving complex tax issues of individual taxation. During my working experience I've also represented my clients before the IRS for audits and other taxation issues. As an IRS Enrolled Agent I have unlimited representation rights similar to attorneys and CPAs. This means I'm unrestricted as to which taxpayers I can represent, what types of tax matters I can handle, and which IRS offices I can represent clients before. Besides the US taxation, I've also worked as a CFO for a big hospitality chain. During that period I've developed together with my team an entire financial ecosystem including all the processes and workflows. I'll be happy to help you with any complex issue you may have.
$75 hourly
Shelby G.
- 5.0
- (31 jobs)
Clarksville, TN
Tax Preparation
Asset Management
Capital Expenditure
Buildium
QuickBooks Online
Accounts Receivable Management
Real Estate
Account Reconciliation
Microsoft Excel
Accounts Payable
Bookkeeping

Hi, I'm Shelby! I have a corporate accounting background and have been doing contract/freelance work for almost 6 years now and love it! Below is a bit about my experience; -Certified QuickBooks Online ProAdvisor -Bachelors degree in Accounting -5 years of corporate accounting in Nashville, TN -8 years of tax prep experience (I no longer do taxes) Attention to detail is the strength I'm most complimented on by clients. Open to projects and ongoing work. I look forward to hearing from you!
$45 hourly
Faith S.
- 5.0
- (52 jobs)
Saxilby, ENGLAND
Tax Preparation
Cash Flow Software
Payroll Accounting
Bookkeeping

- AAT & CIMA qualified licenced accountant running an established business, with 20 years experience working in practice and industry. - Catering for clients nationally, from sole traders to Ltd Companies with turnover of up to the audit threshold - Advanced Quickbooks Certified Pro Advisor - Xero Partner/Advisor Certified - Freeagent Accredited Practitioner - Fully insured - HMRC agent - Use my own software that doesn't require access to your Government Gateway
$45 hourly
Shella A.
- 5.0
- (11 jobs)
San Francisco, CA
Tax Preparation
Gusto
Compensation & Benefits
Accounts Payable Management
Business Valuation
Corporate Tax
Bookkeeping
Intuit QuickBooks
Account Reconciliation
GAAP
Bank Reconciliation

With my expertise in accounting, bookkeeping, and as an EA, coupled with my certifications in QuickBooks and Xero, I have developed a strong skill set to effectively manage financial operations and provide accurate financial insights. My experience working with startup-growing and capital venture companies has given me valuable insights into the unique challenges and opportunities they face. I am dedicated to delivering comprehensive and reliable financial services while ensuring compliance with regulations and optimizing financial performance. I am confident in my ability to contribute to your organization's success by providing exceptional accounting and bookkeeping services. My line of work Accounting: *Proficiency in Financial Analysis and Cost Analysis *Expertise in Financial Reporting, Financial Statement Preparation, and Tax Preparation *Competency in Routine Bookkeeping Activities *Skillful Accounts Receivable/Payable Management, including reconciliations, using software such as Bill.com *Proficient in filing Federal, State, and Sales Tax Returns *Extensive experience in the formation and advisory of New Corporate Structures in compliance with US Corporate laws, with a focus on startups (10 years of experience) *Software Expertise: QBD-QBO, Xero, Gusto, ADP, ERP (Oracle, SAP), Bill.com, Concur, etc., ranging from implementation to end-user support, thereby enhancing accuracy and productivity Payroll: *Proficient in Payroll Setup for all states *Expertise in Benefits and Retirement Plan Setup *Skilled in preparing Profit Share Distribution statements. *Competent in Payroll Reconciliation and Payroll Accounting Tax: *Proficiency in handling Federal and State taxes for all types of entities, including foreign entities.
$60 hourly
Ritz A.
- 4.9
- (64 jobs)
San Antonio, TX
Tax Preparation
QuickBooks Online
Tax Preparation Software
Sales Tax
Account Reconciliation
Financial Analysis
Intuit QuickBooks
Bookkeeping
Microsoft Excel
Accounts Receivable
Payroll Accounting
Zoho Books

Discover peace of mind with your finances! Many business owners tackling bookkeeping themselves often find themselves overwhelmed and confused, resulting in messy books. As a Certified QuickBooks ProAdvisor and Accountant by trade, I specialize in bringing clarity to your financial records. With my expertise, you can trust that your numbers are accurate and your focus remains on growing your business. If you're seeking a financial partner who goes beyond mere bookkeeping to actively optimize your company's growth, then let's connect! Here's how I support my clients: ✔️Cleanup of Books ( One-time Project, with monthly maintenance / bookkeeping) ✔️Full Charge Bookkeeping (Bank reconciliation, Sales & AR management, AP management, Expense tracking, Payroll, Inventory Management, Sales Tax filing and payment) ✔️Full Cycle Bookkeeping - Closing of books / month-end close preparation; Profit & Loss, Balance Sheet, Cashflow statement Industries Served: 💰 Construction / Contractors 💰 Ecommerce 💰 Advertising / Digital Marketing 💰 General Service Industry 💰 Restaurants 💰 Trucking 💰 Real Estate / Property Management 💰 Lawn Care/ Landscaping 💰 Retail Software Expertise : 💠Quickbooks Online 💠 Avalara 💠 Asana 💠 Amazon Payee Central 💠 Amazon Seller Central 💠 ADP 💠 Ascend TMS 💠 Billpay 💠 Box 💠 Corpay 💠 Canopy 💠 Coconstruct 💠 Clickup 💠 Dext 💠 Dropbox 💠 Hubdoc 💠 Invoice2go 💠 Gusto 💠 Paychex 💠 Jetpack 💠 Google Sheet 💠 MS Office Applications
$40 hourly
Veronica M.
- 5.0
- (6 jobs)
Oxnard, CA
Tax Preparation
Sales Tax
Financial Statements Preparation
QuickBooks Online
Management Skills
Intuit QuickBooks
Account Reconciliation
Data Entry
Bookkeeping
Transaction Data Entry
Bank Reconciliation

Hello, my name is Veronica, and I am a sole proprietor specializing in bookkeeping and tax services as an Enrolled Agent. With a strong focus on reliability, responsibility, and attention to detail, I offer comprehensive bookkeeping services tailored to your needs, whether it's weekly, monthly, quarterly, semi-annual, or annual. My expertise includes preparing and delivering the three major financial reports: Profit and Loss Statement, Balance Sheet, and General Ledger, ensuring your business stays organized and compliant. I'm committed to providing accurate, efficient, and professional financial management to help your business thrive. I do not outsource any of my work—everything is handled personally by me to ensure the highest level of quality and attention to detail. As an Enrolled Agent, I am also able to offer tax services, including tax projections and representation before the IRS and state agencies. I strive to help you take full advantage of available credits and tax deductions, ensuring that your tax filings are as beneficial and accurate as possible. With my expertise, you can have peace of mind knowing that your financial and tax matters are in capable hands.
$120 hourly
Alora A.
- 5.0
- (6 jobs)
Kings County, NY
Tax Preparation
Financial Reporting
CPA
IRS Income Tax Audits
Personal Budgeting
Financial Analysis
Intuit QuickBooks
Budget Management
Payroll Accounting
Account Reconciliation

I am a NYS licensed CPA with a passion for helping small to medium businesses navigate the financial world. I have 4 years of Public Accounting Experience (Big 4) and 3 years as a freelancer. My freelance projects range from not-for-profit consulting to personal tax preparation/planning. I can offer you: - Budgeting/Forecasting - Financial Reporting - Financial Analysis - Reconciliations - Auditing I have experience with SAP, Oracle, JD Edwards, Xero, Quickbooks (including online) and ProConnect Tax Software. Additionally, I am a certified QuickBooks ProAdvisor.
$50 hourly
Angela A.
- 5.0
- (21 jobs)
Houston, TX
Tax Preparation
IRS Income Tax Audits
Financial Audit
Financial Plan
Tax Strategy
Bookkeeping
QuickBooks Online
Regulatory Intelligence
Regulatory Compliance
Accounting
Communications
CRM Software
Payroll Accounting
Financial Analysis
Tax Law Compliance

Accuracy and timeliness are important to me and I will not complete my work until you are 100% satisfied. Therefore, all work is completed by myself alone (NO OUTSOURCING) and I provide a money back guarantee if your expectations are not met. I am a dedicated professional having 11 years of experience preparing taxes and over 6 years of experience in payroll processing, bookkeeping, project management, data collection, research, and office administration. To leverage my experience, I have also acquired education in both Financial/Managerial Accounting and Google Ads. I am an autonomous individual with a keen ability to navigate numerous complex assignments. I possess the ability to adhere to new tasks and fashion industrious business models with substantial experience in accounting and general business management. My previous work has been used to optimize the financial decision making of companies of varying industries and individuals alike. I am an expert in the following: Payroll Rules and Regulations Personal Tax Filing (Federal/State) and Tax Code State of Texas Quarterly Filing and Registration IRS Remittance/Terminology Chart of Accounts Mastered Applications: Intuit QuickBooks Online Intuit QuickBooks Desktop Intuit Tax Software ADP Payroll Systems Google AdWords Google Analytics Google Ads 360 PDF Conversion Adobe Acrobat DC Pro Microsoft Office Microsoft Outlook Microsoft Word Microsoft Excel Microsoft PowerPoint
$40 hourly
Fernando C.
- 4.6
- (55 jobs)
San Mateo, RIZAL
Tax Preparation
Visual Basic for Applications
Financial Modeling
Accounting Software
Legal
Corporate Law
Legal Research
Tableau
Microsoft Power BI
UiPath
Google Sheets
Automation
KNIME
Microsoft Excel

Highlights: "Fernando was a pleasure to work with, very quick responses and very fast and high quality work. Set up an automatic Stock sheet which (in my opinion) was a very complicated. was hard for me to explain exactly what I wanted, being such a complex task, but Fernando was patient and was able to completely understand me and deliver a product I am totally satisfied with. Highly recommended him for any spreadsheet needs." "It was a pleasure dealing with Fernando. The entire team on the project was very happy with his work, his communication and his timely delivery. He was logical, clear and reasonable in his dealing." "This is the second time I have hired Fernando for an urgent job Excellent skills and meets slightly unrealistic deadlines. Will definitely hire again!" ======================================================================= Overview: Fernando has three core expertise: Finance & Accounting, Data Analysis & Visualization, and Automation. His main goal as a freelancer is to meet and exceed client's expectations by delivering a state-of-the-art output that can positively impact the business tremendously.
$55 hourly
Shaoyin L.
- 5.0
- (37 jobs)
Hacienda Heights, CA
Tax Preparation
Intuit Lacerte Tax
ADP Workforce Now
Bookkeeping
Payroll Accounting
Intuit QuickBooks
Zoho Books

I am a California CPA offering a wide range of accounting services including company formation, bookkeeping, payroll, business and individual tax returns, AP, AR processing. I am proficient in Quickbooks Online and desktop, Excel, Word, Lacerte, Proseries, Zoho Books. I started my career as a volunteer helping low-income individuals filing their tax returns in VITA problem back in 2011. It was challenging but rewarding to me because every client I helped with would truly appreciate my work as many of those were relying on the refund to continuously support their family, which helped me to realize that accounting is not only useful but meaningful. And that was what made me decide to pursue my career in accounting to not just do what I have to do but what I love to do everyday! Throughout my career in both private and public accounting, I have had the privilege of working with a diverse clientele, ranging from small businesses to multi-million dollar enterprises assisting with their financial reporting as well as tax returns. I understand that as a business owner, your focus is on growing your business, and that bookkeeping and accounting may not be your favorite tasks. That's where I come in. I can help you stay on top of your financial reporting, allowing you to concentrate on what you do best! Billing rate: Consultation: $120/hour 1040 preparation is generally $300+ LLC, corporations and partnerships are $800+ Monthly bookkeeping from $350/month Annual bookkeeping from $500/year
$175 hourly
Ryan C.
- 4.9
- (347 jobs)
Arcadia, CA
Tax Preparation
Intuit Lacerte Tax
International Taxation
Xero
Financial Accounting
Corporate Tax
GAAP
US Taxation
Intuit QuickBooks
Bookkeeping
Microsoft Excel

I am a Certified Public Accountant (CPA) specialized in providing tax preparation and consulting for small businesses, individuals, and foreigners (both individual and businesses). Particularly in the following areas: LLC, Partnership, S-Corporation, and C-Corporation tax returns and planning Gift and Estate Tax (Form 706 and 709) Individual Tax Return Foreign Partner Withholding US Person With Respect to Certain Foreign Corporation (Form 5471) Foreign-Owned U.S. Corporation or Foreign Corporation Information Return (Form 5742) Business Property Tax Filing (Form 571-L) Gift from Foreign Person, Trust or Estates (From 3520) Moreover, I have experience using Quickbooks, Microsoft Excel, and tax preparation softwares such as Thomson Reuters - UltraTax CS. Therefore, I can also provide the following services: Bookkeeping QuickBooks Consulting
$175 hourly
Jed C.
- 5.0
- (123 jobs)
North Dartmouth, MA
Tax Preparation
Disaster Recovery
Legal Entity Structuring
Research & Development
Tax Strategy
Business Valuation
Estate Planning
Strategic Plan
Tax Planning & Advisory
Mergers & Acquisitions
Business Consulting
CPA
Tax Law

I am an active CPA with multiple skills including bank financing, financial statement analysis, personal and business tax returns, business planning, financial and estate planning, SBA Disaster Loan Assistance, and operational reviews. I am current with all tax laws and accounting principles. I work with clients to provide a range of financial tools that help them meet and exceed their monetary goals. My skills include strategic planning, bank financing, compliance, budgeting, and more. Even the most successful CEOs rely on a team of experts to achieve their business goals, as it is simply impossible for one person to do it all. With a background in business consulting and extensive CPA experience, I help individuals meet and exceed their financial objectives. Working with numbers has always come easily to me, as I not only passed the CPA exam on my first try, but I also obtained Masters' degrees in Accounting and Education. I have also taught postgraduate college courses and my deep understanding of finance has allowed me to become a qualified expert witness. I founded my own CPA firm and developed partnerships with a range of clients for over 20 years. I now work as a consultant and assist my clients with financial modeling, projections, and forecasts as well as tax planning and preparation. I specialize in startups and can help with the choice of entity selection, general business planning, and much more. Whether you are in need of an operational review, a financial statement analysis, or an expert to take your financial future to the next level, I am here to help. Clients who partner with me can count on exceptional communication and work completed in a timely and thorough manner.
$35 hourly
Sweekar B.
- 5.0
- (20 jobs)
Sydney, NSW
Tax Preparation
Finance & Accounting
Xero
International Taxation
Tax Law
Cryptocurrency
Report Writing
MYOB Administration
Account Reconciliation
Intuit QuickBooks
Chart of Accounts
Bookkeeping
Financial Report
Accounting Software
Financial Accounting

Sweekar is a CPA, R.Tax Agent & Masters of Tax With the experience of more than 8 years working working with domestic and multinational businesses. He specializes in providing Tax advisory, business structuring & Bookkeeping services to his clients. His portfolio of clients include tech startups, medical practices, trading business etc. Experienced with using accounting software like XERO, MYOB,Quickbooks etc
$90 hourly
Sejin J.
- 5.0
- (23 jobs)
Newcastle, ON
Tax Preparation
Sage 50cloud
Accounts Payable Management
Intuit TurboTax
Accounts Receivable Management
Wave Accounting
Intuit QuickBooks
Bookkeeping
Payroll Accounting

Specializing in new Canadian businesses looking to get set up with Quickbooks Online or Wave Finance, I'm ready to establish all of your complex bookkeeping processes including payroll and source deductions remittance, GST/HST returns, categorizing expenses, etc. And with my experience, I'll be able to do this work with little oversight from you. Whether you're looking to have the processes enabled so you can take care of the day-to-day on your own, or looking to have someone take care of that so you can focus on growing your business, I'm excited to help. If you're specifically looking for back-end data/accounting integration solutions (using APIs to connect services like Wave, Stripe, Square, PayPal, etc.) then I would refer you to my partner Sebastien B as that's his specialty; you can also find him on Upwork.
$45 hourly
Hitarth P.
- 5.0
- (16 jobs)
Surat, GUJARAT
Tax Preparation
Tableau
Data Analytics
Etherscan
Business Plan
Editing & Proofreading
Bitcoin
Finance & Accounting
Blockchain, NFT & Cryptocurrency
Financial Analysis
Xero
Investment Strategy
Cryptocurrency
Accounting Principles & Practices
Intuit QuickBooks

I pride myself on my work and getting accurate results for my clients. I’m very passionate about helping my clients and would love to take the initiative. I have a broad range of experience of around 10+ years in the Finance Industry. I have worked with one of the Big 4 i.e., Deloitte, and few large banks, i.e., ING group, Kotak Mahindra Bank, Axis Bank, where I have worked on varied roles and assisted on Credit risk management, Financial And Investment Advisory, Business consulting. I can also help you with your first step into the world of Cryptocurrencies, guide you and provide you end-to-end solutions for your Crypto problems, be it investing, staking, NFT's, liquidity pools, etc, Services I provide. * Book keeping, accounting and Tax Consultancy. * Cryptocurrency Consulting, DeFi Strategist. * White paper development. * Financial Analysis, Modelling, and Advisory. * Business consulting. * Investment advisory. * Technical and Fundamental Analysis. * Proof reading.
$50 hourly
Dominik A.
- 4.9
- (15 jobs)
Zgierz, ŁÓDŹ VOIVODESHIP
Tax Preparation
Sales Tax
Tax Law Compliance
Tax Law
Accounting Software
International Taxation
Value-Added Tax
Indirect Tax
Tax Return

- VAT registration/deregistration - VAT compliance - VAT preparation and submission - VAT audits and controls - VAT consulting - EU rules and country specific rules - Polish tax accounting
$45 hourly
Aamir R.
- 4.8
- (15 jobs)
Islamabad, ISLĀMĀBĀD
Tax Preparation
Tax Law
US Taxation
Sales Tax
Microsoft Excel
Tax Return
SAP

With over 12 years of tax experience, I have helped companies with their Sales tax compliance needs. My area of practice is focused exclusively on sales taxes and I am equipped to help with matters across all states in the U.S. What I can provide? - Nexus Studies - Registrations - Tax Filings - Audit defense - Taxability of goods / services - Sales/use tax advice - Taxability / Exemptions - Secretary of state Filings - LLC Formation - Delaware Annual Report / Delaware Dissolution Industries - E-Commerce - Retail -Information Technology
$125 hourly
Taha Q.
- 4.9
- (71 jobs)
Toronto, ON
Tax Preparation
Taxes
Tax Law Compliance
Corporate Tax
CPA
QuickBooks Online
Bookkeeping
Financial Statement
Tax Law
Goods & Services Tax
Tax Return
Payroll Accounting

I have over 10 years of experience in providing bookkeeping, accounting and tax services to Canadian individuals and small businesses. As a professional accountant (CPA, CMA) I strive to provide my clients with the highest standards of expertise and exceptional service. I have worked in several different industries and have a robust understanding of full cycle accounting. I have a passion for cloud based accounting software and applications. As a certified Quickbooks ProAdvisor, I have helped several of my clients transition to the cloud.
$40 hourly
Tanushree G.
- 5.0
- (10 jobs)
Kolkata, WEST BENGAL
Tax Preparation
Tax Strategy
US Taxation
Bookkeeping
Accounting Principles & Practices
Tally.ERP
Communications
Tax Law Compliance
Intuit Proconnect Tax
Account Management
Communication Skills
Xero
Intuit QuickBooks
Tax Return

A Chartered Accountant with 17 years of professional experience in reputed CA Firms and Corporate with exposure in an international work environment. Possess a deep understanding of accounting policies and tax compliance. Passionate in finding effective tools and processes that will ease the flow of Accounting and Internal Control. Have consistently saved costs while increasing profits. Scaling new heights of success with hard work & dedication and leaving a mark of excellence on each step, targeting for senior level assignments in US Taxation. With over a decade of expertise in US tax preparation, tax planning, and wealth optimization, I am a Chartered Accountant committed to delivering exceptional results for businesses and individuals. My extensive practical knowledge includes preparing multi-state tax returns, conducting nexus studies, and implementing strategies to build tax-free wealth. Key areas of specialization: Personal Tax Returns: Managing complex cases with multiple businesses, rental properties, short-term rentals, wages, passive income, and multiple K-1s. Business Tax Returns: Ensuring compliance and accuracy by reviewing books, processing payroll, and preparing 1099s. Strategic Tax Planning: Designing strategies for significant tax-saving opportunities during events like property sales, 1031 exchanges, and business closures. Nexus Studies: Identifying tax obligations across jurisdictions and ensuring compliance while minimizing liabilities. By leveraging my expertise, I have consistently helped clients save hundreds of thousands in taxes and optimize their financial outcomes. If you're looking for a trusted partner to handle your tax complexities and build a path to tax-free wealth, let's connect!
$50 hourly
Hanna A.
- 4.7
- (6 jobs)
Waltham, MA
Tax Preparation
US Taxation
Intuit Lacerte Tax
Business Consulting
International Taxation
Wave Accounting
Payroll Accounting
Microsoft Excel
Certified Tax Preparer
Bookkeeping
Intuit QuickBooks

I have many years of broad experience in helping businesses and individuals all the way from business formation to tax return preparation. I have always worked in one team with CPAs and currently own my own accounting company. I am licensed IRS Enrolled Agent. My expertise includes: * Business formation and new business consulting (any US state) * Full charge bookkeeping * Accounting * Sales tax/excise tax (any US state) * Payroll management * Tax preparation (Forms 1120, 1120S, 1065, 1040, 1040NR) * Real Estate transactions * Nonresident tax complications, implementing of tax treaties * Experienced Quickbooks and Wave accountant My strategy is to provide comprehensive one-stop source of care for client's business. I focus on establishing long-term trustworthy relationships so that businessmen can promote their own business.
$125 hourly
Erin J.
- 5.0
- (6 jobs)
Sparks, NV
Tax Preparation
CPA
Business Consulting
IRS Income Tax Audits
Bookkeeping
Review
Payroll Accounting
Account Reconciliation

Erin focuses on consulting, tax return preparation, IRS representation, business advisement and compilations and reviews. She is a Nevada registered Certified Public Accountant (license number CPA-5134). Erin graduated from the University of Nevada, Reno, where she was the President of Beta Alpha Psi, an accounting honors society. She specializes in small businesses and construction companies. Upon graduation, Erin was hired by Excelsis Accounting Group (formerly Mark Bailey and Company, Ltd.) She quickly grew from a staff accountant to a manager, and ultimately ended up running the tax department. In addition to tax, Erin managed both audits of non-public companies and public companies. Erin specialized in non public audits related to manufacturing, retail and gaming. Additionally, Erin was in charge of year end audits and quarterly reviews for publicly traded entities. This included evaluation of internal controls. Since 2016, Erin has been a Controller for two large home builders; one in Northern Nevada (Silverado Homes) and a custom home builder (NSM Construction) in Truckee, California. She has extensive experience in the following areas relating to contractors: Contracts, budgeting/proformas, income projection, client invoicing and accounts receivable collection, client invoicing, bank draws, cash flow management and change order recommendation/management.
$50 hourly
Jason G.
- 4.7
- (44 jobs)
Indianapolis, IN
Tax Preparation
Ecommerce
Business Plan
Xero
Wave Accounting
Tax Strategy
CPA
Certified Tax Preparer
Tax Law
Payroll Accounting
General Ledger
GAAP

Hi, I am a professional accountant with 13 of years of experience. I'm here to provide accounting services that can help you grow your business! Bookkeeping and Financial Record Keeping: I will take care of all your bookkeeping needs and ensure that your financial records are accurate, up-to-date, and in compliance with all applicable regulations. Accounts Payable and Receivable Management: I can manage your accounts payable and receivable processes, ensuring that all invoices are paid on time and that you receive payment for the goods and services you provide in a timely manner. Financial Reporting: I will provide you with regular financial reports, including balance sheets, income statements, and cash flow statements, so that you always have a clear understanding of your financial position. Budgeting and Forecasting: I will work with you to develop a budget and provide you with accurate financial forecasts, so that you can make informed decisions about the future of your business. Tax Preparation and Filing: I will prepare and file all your business tax returns, including corporate, sales, and payroll taxes, ensuring that you stay in compliance with all tax laws and regulations. My goal is to help you grow your business by providing you with reliable and efficient financial management services. I am confident that my experience, knowledge, and commitment to excellence will enable me to deliver exceptional results for you. Thanks for taking the time to review my profile. Let's connect and discuss next steps.
$45 hourly
Casey B.
- 5.0
- (3 jobs)
Dayton, OH
Tax Preparation
Microsoft Word
Accounts Receivable Management
Accounts Payable Management
Microsoft PowerPoint
Internal Auditing
Inventory Management
Intuit QuickBooks
Budget Management
Microsoft Excel

I am a highly-skilled and experienced accounting professional looking for full or part-time opportunities that would allow my expertise and passions to shine. I am a committed team player who is focused on customer satisfaction and organizational goals. I have over 20 years experience in accounting, full-charge bookkeeping, and General Ledger write up including: AP, AR, Inventory, Budgeting, Accruals, Tax Estimates, and Financial Reporting. I have expert-level experience in the following software applications: MS Excel, MS Word, MS PowerPoint, Intuit QuickBooks, MS Dynamics SL, and ProSystems fx Tax. Report creation is essential to any accounting function, and one of my passions! Communicating the right information, accurately and timely, in the best format possible to help management, business owners, and constituents understand their business operations is key to helping any organization make the right business decisions. As such, I possess excellent verbal and written communication skills.
$150 hourly
Mark F.
- 4.9
- (100 jobs)
Woodbridge Township, NJ
Tax Preparation
Financial Audit
Bookkeeping

I am a CPA with 7 years of accounting experience in various roles and industries. I am an experienced auditor within the insurance, employee benefit plan (EBP), and non-profit industries. Since 2017, I began my own tax practice located in New Jersey specializing in individual and business tax returns while continuing to expand our offerings to bookkeeping (through Quickbooks Online and Desktop). My services include Bookkeeping, Tax research and Consultations, Tax Planning, and Tax Preparation.
$45 hourly
Marit H.
- 5.0
- (83 jobs)
Muraste, HARJU COUNTY
Tax Preparation
Financial Reporting
Management Accounting
Tax Law
Bookkeeping
Financial Analysis
Cash Flow Analysis
Tax Return
Payroll Accounting
Balance Sheet
Financial Accounting
Bank Reconciliation

Highly capable and dedicated part qualified ACCA accountant with experience of over ten years in finance and accounting. Adept at handling accounts for small and large businesses and providing forecasts and budgets. Accurate in all mathematical and analytical tasks with knowledge in areas of financial law and compliance. Extensive experience in company incorporation, e-residency, payroll accounting, annual reporting and preparing tax returns for businesses and individuals.
$50 hourly
Carlos J.
- 5.0
- (12 jobs)
Semmes, AL
Tax Preparation
US Taxation
Business Consulting
Bookkeeping
Intuit QuickBooks
Certified Tax Preparer

•Licensed Enrolled Agent •Certified Quickbooks Online Proadvisor •A/R •A/P •Budgeting •Reconciliation •Individual tax preparation •Business tax preparation •Consulting
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