Job Description

Overview

Join our dynamic team as an Experienced Tax Preparer and leverage your expertise to deliver exceptional tax services to a diverse client base. This role offers an exciting opportunity to apply your comprehensive tax knowledge, accounting skills, and customer service talents in a fast-paced environment. As a key contributor, you will assist clients in navigating complex tax situations, ensuring compliance with current regulations, and optimizing their financial outcomes. Your proactive approach and technical proficiency will help us maintain our reputation for accuracy, efficiency, and personalized service.

Duties

Prepare and review individual, business, and corporate tax returns with precision and attention to detail. Analyze financial documents and accounting records using software such as QuickBooks, Sage, or other accounting tools to ensure accurate reporting. Conduct thorough tax research to stay current with changing laws and regulations affecting client filings. Assist clients in understanding their financial situations by explaining complex tax concepts clearly and professionally. Identify potential deductions, credits, and strategies to maximize client refunds or minimize liabilities. Maintain organized client records, ensuring confidentiality and compliance with all regulatory standards. Collaborate with clients on financial sales opportunities by providing insights into their financial health and recommending suitable solutions. Support marketing efforts by promoting our tax services through community engagement and client referrals. Utilize analysis skills to evaluate financial data, identify discrepancies, and suggest improvements for future planning. Manage bookkeeping tasks for small business clients using accounting software such as QuickBooks or Sage. Provide excellent customer service by addressing client inquiries promptly, professionally, and with a positive attitude. Assist in training junior staff or interns on tax preparation procedures and software tools as needed.

Qualifications

Proven experience as a Tax Preparer or in a similar public accounting role with a strong background in tax experience. Demonstrated knowledge of accounting principles, financial concepts, and technical accounting practices. Proficiency in accounting software such as QuickBooks, Sage, or comparable platforms is essential. Strong analysis skills coupled with excellent math abilities to interpret complex financial data accurately. Familiarity with financial sales techniques and marketing strategies to promote services effectively. Exceptional customer service skills with the ability to communicate complex information clearly and professionally. High level of accuracy and attention to detail; proficiency in 10-key typing for data entry tasks. Ability to manage multiple priorities efficiently in a fast-paced environment while maintaining quality standards. Relevant certifications or licenses (such as Enrolled Agent status or CPA) are preferred but not mandatory. Join us to make a meaningful impact by helping clients achieve their financial goals through expert tax preparation and personalized service!
Pay: $15.00 - $17.00 per hour

Expected hours: No less than 40 per week

Benefits:

Employee discount Flexible schedule Professional development assistance
Work Location: In person