Tax Preparer - CPA Application

On Site | Miami, FL

About Us:

At Uplevel Entrepreneur, our vision is to help business owners create real wealth, and we are on a mission to create 10,000 multi-millionaire business owners by teaching them the secrets of wealth creation, accumulation, and protection. We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.

Role:

As a Tax Preparer - CPA at Uplevel Entrepreneur, you will be responsible for preparing and filing tax returns for individuals and businesses, ensuring compliance with federal, state, and local tax regulations. This role requires strong knowledge of tax laws, excellent communication skills, and the ability to provide clients with valuable insights into their tax situations.

responsibilities:

  • Prepare and review individual and business tax returns (1040, 1120, 1065, etc.)

  • Provide tax planning and advice to clients to optimize tax outcomes

  • Stay up to date with current tax laws and regulations

  • Identify tax savings opportunities for clients and offer actionable recommendations

  • Respond to client inquiries and provide clear explanations of tax issues

  • Assist with tax audits and resolve any discrepancies or issues

  • Maintain accurate and complete tax documentation and records

  • Collaborate with other team members to ensure timely and accurate filings

qualifications:

  • Certified Public Accountant (CPA) designation

  • In-depth knowledge of federal and state tax laws

  • Experience in tax preparation and filing for individuals and businesses

  • Strong attention to detail and accuracy

  • Excellent communication and client service skills

  • Proficiency with tax software and Microsoft Office

  • Ability to manage multiple clients and deadlines efficiently

  • Strong ethical standards and commitment to confidentiality

measures of success:

  • Effective management of the CEO’s schedule.

  • Completion of projects on time and to a high standard.

  • Strong relationships with internal and external stakeholders.

  • High level of responsiveness and proactive problem-solving.

  • Consistent alignment with company values and mission-driven goals.

hours:

* Minimum of 40 hours per week

salary:

For this role, compensation is based on both Salary and Company Profitability Bonuses and Value Add Bonuses. Your based compensation range would be between $60,000 to $70,000 per year, depending on the your experience and qualifications. Every year you will be able to earn up to 40% of your base salary via our bonus structure.

BENEFITS:

  • Medical Insurance

  • Dental insurance

  • Vision Insurance

  • Paid-Time Off

  • Paid Holidays

uplevel entrepreneur's core values:

Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.

* Exceeding Expectations: We consistently create WOW experiences by going the extra mile in our consulting and guidance, aiming to exceed client expectations. Our commitment is to consistently deliver value at least 10 times the price we charge.

* Generational Wealth Creation: We focus on creating real wealth, and define it as the ability to establish enduring financial foundations for future generations. Beyond monetary resources, it encompasses the transfer of financial literacy down the bloodline, ensuring the sustainability of the wealth we create." 

* Extreme Ownership: We embrace extreme ownership, taking full responsibility for every outcome, whether positive or negative. We don't shy away from accountability and willingly accept blame when necessary.

* Unapologetic Capitalists:As unapologetic capitalists, we wholeheartedly embrace the principles of private enterprise, free markets, and limited government intervention. We recognize ourselves as the best stewards of our resources and actively manage them within legal bounds, firmly believing in the power of capitalism to drive innovation, growth, and prosperity.

* Fiduciary Excellence - We don't play in the grey. As fiduciaries, our commitment is unwavering – we always recommend and guide our clients based on strategies thoroughly tested by the courts and within the bounds of the US Legal Code. We operate solely in the black and white, ensuring the highest standards of integrity and legal compliance.

* Stoic Mindset - We cultivate a Stoic mindset, grounded in resilience and composure. Central to this ethos is the understanding that we do not react to things beyond our control. Instead, we focus on thoughtful responses, navigating challenges with a calm and rational approach. Our commitment to a Stoic mindset guides us, promoting inner strength and maintaining a steady course in the pursuit of lasting success.
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Facebook makes us say all of the above. Sorry. Now for some more legal stuff. You had to know this was coming. After all, didn't we tell you that Edward is a lawyer. TERMS OF SERVICE