Overview
We are seeking a detail-oriented and knowledgeable Tax Preparer to join my team. The ideal candidate will have a strong background in accounting and tax preparation, with the ability to analyze financial information and provide exceptional customer service. This role requires proficiency in various accounting software and a solid understanding of financial concepts to assist clients in filing their taxes accurately and efficiently.
Duties
- Prepare and review tax returns for individuals and businesses, ensuring compliance with federal, state, and local regulations.
- Utilize accounting software such as QuickBooks and Sage to manage financial data effectively.
- Conduct thorough analysis of clients' financial situations to identify potential deductions and credits.
- Provide guidance on tax-related issues, including tax planning strategies and implications of financial decisions.
- Maintain accurate records of all transactions and communications with clients.
- Assist in bookkeeping tasks as needed, ensuring all financial records are up-to-date.
- Collaborate with team members to enhance marketing efforts aimed at attracting new clients.
- Stay informed about changes in tax laws and regulations to provide the most current advice to clients.
Qualifications
- Proven experience in tax preparation or public accounting is required.
- Strong knowledge of financial concepts, accounting principles, and tax regulations.
- Proficiency in accounting software (QuickBooks, Sage) and financial software applications.
- Excellent analytical skills with the ability to interpret complex financial data.
- Strong math skills and attention to detail for accurate data entry (10 key typing).
- Previous experience in customer service or sales is preferred, demonstrating strong communication skills.
- Ability to work independently as well as part of a team in a fast-paced environment.
- A background in corporate accounting or financial sales is a plus. If you are passionate about helping clients navigate their tax obligations while utilizing your accounting expertise, we encourage you to apply for this exciting opportunity as a Tax Preparer.
Job Types: Full-time, Part-time, Seasonal, Temporary
People with a criminal record are encouraged to apply
Work Location: Remote