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Accountant
hace 3 semanas
This is a full time, on site position in Guadalajara, Jalisco
Advanced english required
We are a 4-person CPA firm franchisee of Tom Wheelwright's Tax-Free Wealth Advisors network, specializing in strategic tax planning and wealth-building strategies for entrepreneurs, investors, and high-net-worth individuals. We provide proactive, tailored strategies that align with our clients' business and wealth goals.
Qualifications
-Bachelor's degree in Accounting, Finance, or a related field.
-Intermediate-advanced english (B2 with or without official certification)
-1+ years of experience in accounting, tax preparation, or a similar role.
-Basic knowledge of U.S tax system
-Proficiency in accounting software (e.g., QuickBooks, Xero, or similar).
-Strong analytical skills with an ability to interpret financial data.
-Highly organized with the ability to manage multiple projects and deadlines.
-Experience with tax software and willingness to perform tax research.
-Experience in public accounting or tax preparation. We are willing to train.
-Familiarity with budgeting, forecasting, and financial analysis.
-Knowledge of tax laws and regulations for individuals and businesses. We are willing to train.
Responsibilities
- Prepare basic U.S. tax returns, including:
Individual
Corporate
Partnership
-Conduct basic tax research and analysis as needed.
-Develop tax projections for individuals.
-Provide Loom video summaries to clients, explaining their tax returns and tax projections. -Assist team with preparation of quarterly tax projection & strategy meetings.
-Manage email communication with clients and follow up to obtain necessary documents.
-Attend occasional Zoom meetings with clients to discuss financials or tax-related matters. - Oversee workflow management for all Client Accounting Services (CAS) and tax preparation projects to ensure timely completion.
Schedule
Monday to Friday
8:00 am to 6:00 pm
Salary and Benefits
$25,000 - $29,000 monthly gross (determined according to experience)
Private medical Insurance
4% Saving funds
$1,000.00 monthly food vouchers
30 days of Christmas bonus
+All mexican legal benefits apply
This is a full time, on site position in Guadalajara, Jalisco
Advanced english required
Job Type: Full-time
Pay: $25, $29,000.00 per month
Work Location: In person
