Job Description
Note: The job is a remote job and is open to candidates in USA. Doc Wealth is a tax and advisory firm built exclusively for physicians, focusing on complex tax situations. The role involves preparing individual and business tax returns and assisting in tax planning for physician clients.
- Responsibilities
- Prepare individual returns (1040) and business returns (1120-S, 1065) for physician clients
- Build and maintain workpapers and supporting documentation
- Assist with tax planning calculations - estimated payments, retirement contributions, scenario analysis
- Communicate with clients alongside your Tax Managers to keep engagements moving
- Manage your own pipeline, keep client records current, and flag issues early
- Skills
- Enrolled Agent designation or CPA license required
- Minimum 2 years of experience preparing tax returns
- Experience with 1040, 1120-S, and 1065 returns
- Working knowledge of S-Corp tax strategies - reasonable compensation, Augusta Rule, retirement plan optimization, and entity election planning
- Comfort working independently and managing competing deadlines
- Strong attention to detail and consistent follow-through
- Benefits
- 401(k)
- Health insurance
- Company Overview
- Doc Wealth is a specialized tax planning, filing and business services firm exclusively for physicians. It was founded in undefined, and is headquartered in St Petersburg, Florida, US, with a workforce of 11-50 employees. Its website is https://www.docwealth.io/.
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