Lee Neville Tax, LLC
Lee Neville Tax is a rapidly growing small business that was established in 2019. Lee Neville Tax offers services for tax preparation & planning, bookkeeping & accounting, and other business needs. We mainly serve small businesses including Realtors, Financial Advisors, Photographers, and Landlords with rental properties.
We offer a work-life balance and we value having a flexible schedule that offers hybrid or fully remote work options. We are unlike traditional firms and enjoy a casual work environment. You will find that our team offers a very supportive work setting. You will be a valued part of the team from day one. We use TaxDome as our CRM and Drake as the tax software.
Job Duties
Preparation of individual, partnership, and corporate tax returns (1040, 1065, 1120s, and 1120) Review client’s financial statements and make adjustments for preparation of tax returns Review individual tax returns with Sch C and Sch E Suggest tax savings strategies to clients upon review Set up QuickBooks Online accounts for client Train clients on how to properly use QuickBooks Online Respond to IRS and state agency audits, inquires, and tax notices Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters Qualifications
8-10+ years minimum of relevant experience Experience in individual tax compliance and planning Tax research experience Experience in Corporation & Partnership tax returns is a must Experience in partnership tax would be a plus A team player that is outgoing and friendly Forward-thinking and enjoy keeping up to date with the tax industry regulations and policies Enjoys Training, Mentoring, and leading by example with staff Flexible Hours Simple IRA 3% automatic contribution for our employees
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Preparation of individual, partnership, and corporate tax returns (1040, 1065, 1120s, and 1120) Review client’s financial statements and make adjustments for preparation of tax returns Review individual tax returns with Sch C and Sch E Suggest tax savings strategies to clients upon review Set up QuickBooks Online accounts for client Train clients on how to properly use QuickBooks Online Respond to IRS and state agency audits, inquires, and tax notices Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters Qualifications
8-10+ years minimum of relevant experience Experience in individual tax compliance and planning Tax research experience Experience in Corporation & Partnership tax returns is a must Experience in partnership tax would be a plus A team player that is outgoing and friendly Forward-thinking and enjoy keeping up to date with the tax industry regulations and policies Enjoys Training, Mentoring, and leading by example with staff Flexible Hours Simple IRA 3% automatic contribution for our employees
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