Tax Expert

February 15

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FlowFi

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FlowFi is an expert-powered financial services platform designed to match businesses with leading financial professionals. It specializes in bookkeeping, financial planning and analysis (FP&A), and tax services, ensuring clients receive tailored support to optimize their financial health. With a focus on improving business insights and financial management, FlowFi helps businesses navigate their financial challenges more effectively through its curated expert network.

Accounting • CFO Services • Startups • Financial Services • Technology

11 - 50 employees

Founded 2020

💳 Fintech

🤝 B2B

💸 Finance

💰 $9M Seed Round on 2024-02

📋 Description

• Act as the primary point of contact for assigned clients, performing tax preparation and compliance tasks. • Prepare and review federal, state, and local tax returns for individuals and businesses. • Ensure timely and accurate filing of tax returns, and apply relevant tax deductions, credits, and exemptions. • Monitor tax law changes and ensure compliance with federal and state tax regulations. • Advise clients on tax planning strategies to optimize their tax positions. • Build strong relationships with clients and coordinate to gather necessary tax documents. • Provide updates on clients' tax situations and offer recommendations for tax-saving opportunities. • Continuously evaluate tax preparation processes for improvements and increased efficiency. • Conduct research on complex tax issues and assist in tax audits as needed.

🎯 Requirements

• Bachelor's degree in Accounting, Finance, Taxation, or related field; CPA, EA certification, or other tax-related certifications are highly preferred. • Proven experience in tax roles, with a deep understanding of federal, state, and local tax laws and regulations. • Experience working on multiple clients' tax returns each year, with a focus on diverse industries and complex tax issues. • Strong interpersonal and communication skills to effectively interface with clients and team members. • Exceptional analytical skills and attention to detail, with the ability to identify tax discrepancies and resolve tax issues. • Proficient in tax preparation software (e.g., Intuit ProConnect, Thomson Reuters UltraTax) and Microsoft Office applications; ability to quickly learn new tools and systems. • Ability to manage multiple clients and tasks with tight deadlines in a fast-paced environment. • Knowledge of current tax laws, regulations, and compliance requirements. • Commitment to providing exceptional customer service and delivering high-quality tax solutions.