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EA Buck Financial Services · Denver, Colorado
Only people who are currently living in Colorado will be considered for this role.
Salary /
Package:
Base Salary range of $60,000 to $85,000 per year, based on experience.
Competitive benefits package including 100% employer paid health, dental, and vision insurance.
Eligibility to enroll in health savings account, flexible savings account, and more.
Paid vacation (PTO) and paid holidays.
Join our mission-driven company and partake in 401k with generous matching.
Duties and Responsibilities
Prepare individual and business tax returns and assemble accurate, organized tax workpapers and supporting documentation.
Coordinate delivery and presentation of completed tax return packages, including electronic delivery through DocuSign when appropriate.
Respond to client questions, schedule appointments, follow up on document requests, and assist with client servicing throughout the year.
Prepare billing for completed tax returns and help meet established tax and client-service deadlines.
Gather and reconcile bank statements and transaction information to support monthly account reconciliations.
Accurately classify revenue and expense transactions, maintain records, and protect the integrity of internal systems and client data.
Prepare financial statements, including profit and loss statements and balance sheets.
Assist with applicable general excise tax filings and other assigned accounting or tax filings.
Research tax and accounting questions, monitor relevant regulatory changes, and assist clients with notices, refunds, and related matters.
Participate in continuing education, department projects, and cross-functional initiatives as needed.
Job Requirements:
Bachelor’s Degree preferred.
Minimum of one full tax season of relevant experience
Enrolled Agent (EA) credential preferred, but not required
Job offer is contingent upon successful completion of a background investigation, inclusive of fingerprinting and reference checks.
Prior experience in one or more of the following preferred:
Administrative support, meeting coordination, or project tracking.
Operational workflows, document management, or process improvement.
Financial services, retirement plan administration, or recordkeeper support.
Enrollment processing, implementation coordination, or provider documentation
Preferred Skills & Qualifications:
Experience preparing individual and/or business tax returns.
Familiarity with bookkeeping, account reconciliation, and financial statement preparation.
Ability to manage multiple priorities and meet deadlines, particularly during tax season.
Self-directed, detail-oriented, and motivated to keep learning as tax laws and procedures change.
Comfort communicating directly with clients and collaborating across teams.
Details
| Company | EA Buck Financial Services |
| Location | Denver, Colorado |
| Type | FULL TIME |
| Niche | Business and Financial Operations Occupations |
| Salary | $60,000 – $60,000 / yr |