Certified Public Accountant or Licensed Tax Consultant jobs in United States
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Confidencial.io · 12 hours ago

Certified Public Accountant or Licensed Tax Consultant

Confidencial is seeking a Certified Public Accountant (CPA) or a Licensed Tax Consultant who is passionate about client service and eager to contribute to empowering local businesses. The role involves preparing and reviewing tax returns, providing tax planning services, overseeing bookkeeping, and ensuring compliance with tax regulations, while also supporting small businesses, particularly within the Latino community.

Information TechnologySoftware

Responsibilities

Prepare and review federal and state tax returns for individuals, small businesses, partnerships, and corporations
Provide proactive tax planning and advisory services to clients
Oversee bookkeeping services, including reconciliations, financial statements, and monthly closings
Supervise payroll processing and payroll tax filings (Forms 941, 940, W-2, W-3, and applicable state filings)
Ensure compliance with federal, state, and local tax regulations
Communicate directly with clients, providing clear guidance in English and/or Spanish, and helping them understand their financial information
Collaborate with internal team members to streamline processes, mentor staff, and support firm growth
Maintain accurate client records, documentation, and workpapers

Qualification

Active CPA licenseLicensed Tax ConsultantQuickBooks proficiencyPublic accounting experienceBilingual English/SpanishProfessional ethicsCommunication skillsAttention to detail

Required

Active CPA license (Oregon) or Licensed Tax Consultant credential valid for practice in the U.S
Ability to prepare and advise on tax matters independently is required
Experience in public accounting or tax services, with exposure to tax preparation, bookkeeping, and payroll
Proficiency in QuickBooks (Desktop and Online); experience with tax software such as Drake is preferred
Strong communication and interpersonal skills
Ability to manage multiple clients, deadlines, and priorities effectively
Strong attention to detail and commitment to accuracy and compliance
Professional ethics and dedication to serving diverse communities

Preferred

Bilingual English/Spanish highly preferred, but not required
Experience with tax software such as Drake is preferred

Benefits

Flexible scheduling with part-time or full-time options
Work in a supportive, bilingual, and community-focused environment

Company

Confidencial.io

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Confidencial's patented technology, originally developed under DARPA—an entity of the U.S.

Funding

Current Stage
Early Stage
Total Funding
unknown
2021-04-01Pre Seed

Leadership Team

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Stewart Walchli
Chairman & Chief Executive Officer
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Karim Eldefrawy
Co-Founder & CTO
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Company data provided by crunchbase