Tax Preparer

Overview

As a experienced Tax Professional, you’ll prepare tax returns, guide clients through tax requirements, and help keep filings accurate and compliant. You’ll draw on accounting knowledge, tax experience, and clear communication to support individuals and businesses. Your impact: Accurate, timely tax preparation helps clients understand their obligations and make informed financial decisions.

Responsibilities

• Prepare individual and corporate tax returns, tax reports, and supporting documents; review work for accuracy and tax compliance.
• Apply tax law and financial concepts to research questions, analyze records, and address client needs.
• Communicate with clients to gather tax documents, explain filing requirements, and provide responsive customer service.
• Use tax preparation and accounting software, including QuickBooks or Sage, for bookkeeping, calculations, and reporting.
• Support client acquisition and marketing, and assist with financial sales when appropriate to the role.
• Assist with clients' bookkeeping and other admin tasks.
• Full time/ part-time/ contractor are welcome

Requirements

• 2 years of Accounting, finance, tax, or public accounting experience; familiarity with corporate accounting and technical accounting practices.
• Knowledge of individual tax and corporate tax; partnership tax expertise is preferred.
• Proficiency with tax preparation software and accounting or financial software; QuickBooks, Drake, UltraTax experience are useful.
• Strong math, analysis, client communication, and customer service skills, with the ability to handle tax documents carefully.
• Sales, financial sales, marketing, or client acquisition experience is a plus;
• Great team player and positive attitudes.
• Adapt to changes quickly
• PTIN is required, EA/CPA preferred but not required.
• Great communication skills for client-facing role.