Bookkeeper, Tax Strategizing Specialist, and Tax Preparer

I’m looking for a skilled and proactive Bookkeeper, Tax Strategizing Specialist, and Tax Preparer to assist with both a real estate investment business (NYS Residential llc) and singles event company (Sips & Sparks). You’ll play a key role in managing our finances, strategizing tax savings, preparing returns, and ensuring compliance with both federal and state tax laws, particularly in Connecticut and New York, USA.

Key Responsibilities:
Prepare and file tax returns for 2024 and future years.
Maintain accurate monthly bookkeeping and financial records for both businesses.
Develop and implement tax strategies specifically for rental properties.
Provide clear explanations of complex tax concepts and strategies in a simplified manner.
Reference and verify tax codes for every suggested tax-saving strategy, ensuring full compliance.
Advise on financial next steps and investment strategies to minimize tax burdens and enhance growth.

Qualifications:
Prior experience working with real estate investors, ideally including rental property tax strategies.
Familiarity with or willingness to learn Connecticut and New York state tax laws as they relate to rental properties.
Strong communication skills, with the ability to clearly explain tax strategies in a way that’s easy to understand.
Excellent English language skills, both written and spoken.
Proven ability to research and reference tax codes.
Detail-oriented, proactive, and able to work independently with minimal oversight.

If you’re an expert in real estate tax strategies and ready to dive in immediately, I’d love to hear from you! This is an excellent opportunity to make a real impact on the financial health and growth of both businesses.

Please send your resume and a brief cover letter outlining your experience with real estate investment taxes, along with your approach to simplifying tax strategies for clients.

2024 books are done but need to be reviewed and cleaned up. Flat fee can be negotiated based on your prior experience and usual rate for finalizing the 2024 books and preparing taxes for filing. Ongoing bookkeeping support plus meetings will be paid at a fixed monthly rate.

We currently use Stessa for our bookkeeping. Experience with that is a plus, but not required. Prior years tax returns are available, along with depreciation statements.