Tax Preparer

Job Overview We are seeking a detail-oriented and knowledgeable Tax Preparer to join our team. The ideal candidate will have a strong background in accounting and finance, with the ability to analyze financial data and provide exceptional customer service. As a Tax Preparer, you will play a crucial role in assisting clients with their tax filings and ensuring compliance with tax regulations. Duties - Prepare and file federal and state tax returns for individuals and businesses. - Analyze financial information to ensure accuracy and compliance with tax laws. - Utilize financial software, including QuickBooks, to manage client accounts effectively. - Provide excellent customer service by addressing client inquiries and offering guidance on tax-related matters. - Stay updated on changes in tax legislation and regulations to provide informed advice. - Assist clients in understanding their financial situations and potential tax implications. - Collaborate with team members to streamline processes and improve efficiency. Qualifications - Proven experience in technical accounting or financial sales is preferred. - Proficiency in financial software, particularly QuickBooks Online - Strong analytical skills to assess financial data accurately. - Excellent customer service skills with the ability to communicate complex information clearly. - Familiarity with sales techniques related to financial services is a plus. - Ability to work independently as well as part of a team in a fast-paced environment. - A degree in accounting, finance, or a related field is preferred but not required. Join our team as a Tax Preparer where your expertise will make a significant impact on our clients' financial well-being! Job Type: Full-time Expected hours: 40 per week Compensation Package: Bonus opportunities Commission pay Hourly pay Performance bonus Experience: tax preparation: 3 years (Required) QuickBooks / proseries: 3 years (Required) Customer service: 3 years (Required) Ability to Relocate: Charlotte, NC 28205: Relocate before starting work (Required) Work Location: In person