Tax Preparer
Job Summary
We are seeking a detail-oriented and knowledgeable Tax Preparer to join our accounting team. The ideal candidate will have at least 3 years experience and a strong background in tax preparation, accounting, and financial software, with excellent analysis skills and customer service experience. This role offers an opportunity to work in a professional environment, assisting clients with their tax needs while utilizing your expertise in financial concepts and software tools. The Tax Preparer will be responsible for preparing accurate tax returns, providing exceptional client service, and supporting the firm’s financial and accounting operations.
Duties
Prepare individual, business, and corporate tax returns accurately and efficiently using various accounting software such as QuickBooks, Sage, and other financial tools
Analyze financial data to ensure compliance with current tax laws and regulations
Assist clients with tax planning strategies and answer inquiries related to their financial documents
Maintain organized records of client information, tax documents, and correspondence
Conduct bookkeeping tasks and support public accounting functions as needed
Utilize technical accounting skills to review financial statements and ensure accuracy in reporting
Support marketing efforts by providing insights on financial services offered to clients
Stay updated on changes in tax laws and industry standards to ensure compliance and optimal client outcomes
Skills
Proven experience in tax preparation, public accounting, or corporate accounting
Strong understanding of financial concepts, analysis skills, and math proficiency
Proficiency with accounting software such as QuickBooks, Sage, and other financial software tools
Excellent customer service skills with the ability to communicate complex financial information clearly
Knowledge of bookkeeping practices and technical accounting procedures
Ability to perform 10-key typing accurately for data entry tasks
Experience in financial sales or marketing is a plus but not required
Strong organizational skills with attention to detail for handling multiple client files simultaneously
Ability to work independently while collaborating effectively within a team environment
This position provides an engaging opportunity for professionals passionate about finance and accounting to grow their expertise while supporting clients through accurate tax preparation and financial management.
Job Types: Full-time, Seasonal
Expected hours: 20 – 40 per week
Experience:
Tax Preparation: 3 years (Required)
Work Location: In person