Tax Preparer

Job Description

We are seeking a detail-oriented Tax Preparer to join our team. In this role, you will be responsible for preparing and reviewing tax returns for clients, ensuring compliance with federal, state, and local tax laws. Your expertise will help clients minimize tax liabilities and optimize their financial strategies.

Responsibilities

• Prepare comprehensive tax returns for various entities including individuals and corporations.
• Engage with clients to formulate tax strategies that optimally plan for their financial futures.
• Conduct detailed research on changing tax legislation to ensure compliance for all clients.
• Assist clients in disputes with tax authorities through diligent representation.
• Provide guidance during audits and provide necessary documentation.
• Proactively communicate with clients to gather and analyze financial information.
• Stay updated on recent changes in tax laws, regulations, and best practices.
• Deliver insights on tax-efficient methodologies for investment opportunities.
• Ensure all tax returns contain accurate data and are filed on-time.
• Act as a liaison between clients and tax authorities when required.

Requirements

Education

• Bachelor's degree in Accounting, Finance, or related field
• Master's degree in Taxation or Accounting is preferred

Experience

• 3-5 years of experience in tax preparation and planning

Technical Skills

• Tax Preparation Software
• Research Tools

Soft Skills

• Problem Solving
• Interpersonal Skills

Certifications

• Certified Public Accountant (CPA) required
• Certified Tax Coach designation is a plus

Languages

• English: Fluent

Advantageous

• Specialization in specific industries: Experience with tax regulations specific to industries such as healthcare or real estate.
• Advanced Tax Software Skills: Proficiency in advanced tax software features for efficient filings.

Benefits

• Health and wellness benefits
• Retirement savings plan
• Continuing education allowances
• Paid vacations and holidays
• Team-building activities

Company Culture

• Innovation: We encourage innovative thinking and welcome new ideas that can benefit our clients.
• Team Support: Our team is supportive, assisting one another to achieve common goals.
• Client Focus: We prioritize our clients' needs, ensuring satisfaction and building trust.