Kingdom Financial is expanding its team of trusted advisors.
Are you a talented tax professional with a background in bookkeeping and/or payroll?
At Kingdom Financial, our Purpose Drive Financial Coaching is driven by a steadfast commitment to our values, which serve as the guiding principles shaping our actions, decisions, and relationships. Our core values of Integrity, Excellence, Servant Leadership, Growth, & Trust stand as the cornerstones of our foundation. They form the essence of who we are and how we operate for and with our clients and trusted advisors. We intentionally deliver confidence and security through an innovative, holistic financial strategy built on the client’s unique purpose and personal values with the heart of a servant leader.
Work Hours and Time Zone: Traditional Business Hours in Central Time Zone
Work Environment: remote; work from home; stable internet required
Rate of Pay: TBD based on experience and skill
Skills
● Tech Savvy; Willing to Explore
● Problem Solving; Brings Solutions
● Anticipates Next Steps & Prepares
● Detail-Oriented; Attention to Detail
● Self-starter; Accountable
● Efficient Time Management
● Critical Thinking
● Strong Written Communication
● Strong Verbal Communication
● Strong Desire to Learn
● History of Process Management
● Intentional
● Tax Preparation/Tax Projections and basic accounting concepts
Program Knowledge/Experience
● QuickBooks certified and/or experience in QuickBooks online (QuickBooks Pro-advisor certification preferred)
● Confident in exploring or familiarity with Tax Dome.
● Proficient in Individual, partnership, & corporate tax returns in IL and MO
● Proficient in Drake Tax Preparation
● College Classes or Degree in applicable areas (preferred)
● 5 years Bookkeeping experience (preferred)
● CPA or EA (preferred)
● 5 years experience in Tax Preparation (preferred)
Reporting and Accountability
● Zoom conferences with supervisor(s) at scheduled times.
● Frequently update emails or tracking of tasks completed, intentions for projects, and questions or needs from team members
● Regular and timely Communication using email and phone.
Responsibilities with this Role
● Set up new clients in QuickBooks.
● Enter transactions and categorize income and expenses in the client’s QuickBooks account.
● Communicate directly with clients when necessary to ensure expenses are categorized
correctly.
● Reconcile bank statements in QuickBooks.
● Enter journal entries when needed.
● Calculate and submit sales tax forms for clients.
● Assist in getting clients set up with state tax and payroll accounts as needed.
● Set up new employees and run payroll for clients.
● Send payroll reports to clients.
● Preparation and/or review of federal and state income tax returns for individuals (1040),
partnerships (1065), and corporations (1120 and 1120S). 1041 and 990 experience a plus.
● Perform tax research where appropriate.
● Provide basic accounting services as needed.
● Maintain technical tax skills through on-the-job training and participation in internal tax
training sessions.
● Communicate directly with clients as needed.
● Written correspondence via email for simple solutions and relevant communication related to your role.
● Verbal communication on behalf of the company or team regarding routine situations and relevant communication related to your role.
● Client Management as indicated by company Standard Operating Procedures (SOP).
● Create, edit, and maintain Standard Operating Procedures (SOP) for systems and processes related to your role.
● Update this Job Description as changes occur.
● Perform all work in compliance with the firm’s policies and procedures.
● Other activities agreed upon and requested by Kingdom Financial leadership.
Job Type: Full-time
Pay: $40,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Family leave
- Flexible schedule
- Health insurance
- License reimbursement
- On-the-job training
- Paid sick time
- Paid time off
- Paid training
- Professional development assistance
- Unlimited paid time off
- Vision insurance
- Work from home
Experience level:
- 5 years
Location:
- St. Louis, MO (Required)
Work Location: Remote