Lead Tax Preparer

Overview
Join our dynamic team as a Lead Tax Preparer and take charge of delivering exceptional tax services with energy and precision! In this pivotal role, you will lead the preparation of complex tax returns, mentor junior staff, and ensure compliance with all regulatory standards. Your expertise in accounting, tax regulations, and financial software will drive accuracy and efficiency while providing outstanding service to our clients. If you thrive in a fast-paced environment and are passionate about financial concepts and customer satisfaction, this is the opportunity for you to shine!

Duties

• Lead the preparation and review of individual, business, and corporate tax returns, ensuring accuracy and compliance with current tax laws
• Supervise and mentor junior tax preparers, providing guidance on technical accounting, tax strategies, and software utilization
• Analyze financial documents using accounting software such as QuickBooks and Drake Tax to gather necessary data for tax filings
• Manage client relationships by delivering clear communication, addressing inquiries, and offering strategic tax advice to optimize financial outcomes
• Coordinate with clients to collect documentation, verify information, and ensure timely submission of all filings
• Stay updated on changes in tax legislation and accounting standards to maintain compliance and improve processes
• Support marketing efforts by promoting our tax services through networking, community outreach, or digital channels

Skills

• Extensive experience in accounting with a strong background in tax preparation and technical accounting practices
• Proficiency in accounting software such as QuickBooks and other financial management tools
• Solid understanding of financial concepts including corporate accounting, bookkeeping, analysis skills, and 10 key typing accuracy
• Demonstrated ability in financial sales and marketing to attract new clients or expand existing accounts
• Excellent customer service skills with a proactive approach to client engagement and problem-solving
• Strong math skills coupled with analysis capabilities to interpret complex financial data effectively
• Knowledge of federal and state tax regulations along with experience in handling diverse tax scenarios
• Ability to lead a team efficiently while managing multiple deadlines in a high-energy environment

Embark on a rewarding career where your expertise makes a tangible difference! We are committed to fostering a workplace that values your skills in technical accounting and customer service. Join us today as we help clients navigate their financial journeys with confidence!

Pay: $45,000.00 per year

Benefits:

• Health insurance
• Paid time off

Work Location: In person