Tax Preparer/Tax Resolution Assistant

Job Summary
The W Tax Group, a tax resolution company founded in 2014 and headquartered in Southfield, Michigan, is seeking a full-time dedicated professional to provide year-round tax preparation for its clients, as well as assist with the resolution of tax balances and disputes with the federal and state governments.

Primary Duty

• Preparation of tax returns for individuals and small businesses, including income tax, payroll tax, and other tax-related documents (1099's, W2's, etc) as needed.

Related Duties

• Preparation of business setup documentation, including Articles of Incorporation, EIN assignment, and S Corporation Election paperwork.
• Preparation of business wind-down documentation, including preparation of final returns, Articles of Dissolution, and EIN deactivation.
• Familiarity with FBAR filing rules and regulations.
• Review and maintain tax collection forms and applications through our Jot Forms Builder.
• Forensic analysis of prior filed tax returns for potential amendment or reconsideration request to the federal and state governments.
• Preparation of financial statements such as profit and loss and balance sheets for tax preparation and/or tax resolution purposes.
• Client contact as needed to acquire necessary tax information, gain a better understanding of their tax situation, and formation of a complete and accurate financial picture for tax resolution purposes.
• Educate clients on tax obligations and compliance.
• Stay up to date on changes to federal tax codes and regulations, and provide training to other team members on any substantial changes.

Qualifications

• Proven experience in tax preparation for individuals and businesses.
• Prior experience in tax resolution or a similar role is preferred; active Enrolled Agent status is highly desirable.
• Active PTIN.
• Familiarity with Drake Tax Software is a plus but not mandatory; willingness to learn is important.
• Proficient in using Google Suite applications (Docs, Sheets, Drive) and other relevant software.
• Excellent phone etiquette and communication skills are required for effective interaction with clients and team members.
• Ability to work independently while also being a collaborative team player.
• Strong ethical principles and high level of professionalism.

Job Types: Full-time, Part-time

Pay: $23.00 - $28.00 per hour

Benefits:

• 401(k)
• Paid time off

Ability to Commute:

• Southfield, MI 48034 (Required)

Ability to Relocate:

• Southfield, MI 48034: Relocate before starting work (Preferred)

Work Location: In person