Job Description

Overview

Join our dynamic team as a Tax Preparer and become a vital part of helping individuals and small businesses navigate the complexities of tax season with confidence! In this energetic role, you will leverage your expertise in tax laws, accounting principles, and financial software to prepare accurate, compliant tax returns. Your enthusiasm for financial concepts and customer service will drive positive client experiences, ensuring they maximize their refunds and meet all regulatory requirements. This position offers an exciting opportunity to develop your skills in public accounting while making a meaningful impact on clients' financial well-being.

Responsibilities

Financial Transaction Management: Accuratley record daily financial transactions, including purchases, sales, receipts and payments into accounting software like QuickBooks. Accounts Payable and Receivable: Manage the full cycle of accounts payable(processing vendor invoices and payments) and accounts receivable(generating clients invoices and tracking collections). Reconciliation: Perform regular bank and credit card reconciliations to ensure internal records match statements and resolve any discrepancies promptly. Payroll Processing: Oversee and process payroll, including calculating wages, tax deductions and benefits while ensuring compliance with relevant regulations. Tax Preparation and Filing: Gather necesssary financial records, prepare, and file various tax docements(e.g., sales tax, quarterly payments, annual income tax returns for individuals/businesses ) with federal, state and local tax authorities. Financial Reporting: Generate timely financial statements such as income statements, balance sheets and cash flow reports for management review and decision-making. Compliance and Audits: Ensure adherence to all accounting standards(e.g.,GAAP) and tax laws, assisting with internal and external audits by providing documentations as needed. Client/Vendor Communication: Act as a liaison for clients and vendors regarding payments inquiries, tax questions and general financial matters. Client Consultation/Interviews: Meeting with clients to gather necessary financial information (W-2s, 1099s, Income statements, expenditure documentation) and understand their financial situation.

Skills

Education: A high school diploma may duffice for entry-level bookkeeping, but employer perfer an associate or bachelors degree in accounting or finance. A Preparer Tax identification Number(PTIN) is a requirement for tax return preparers and certifications like Certified Bookkeeper(CB) Proficiency with Software : Expertise in bookkeeping (e.g. QuickBooks,) and tax preparation sofware, as well as general office applications(e.g., Microsoft Excel and Word.) Attention to Detail and Accuracy: Crucial for avoiding costly financial and tax errors. Knowledge of Accounting Principles: A solid understanding of General Accepted Accounting Principles(GAAP) and relevant tax laws. Strong Analytical and Problem-Solving Skills: Ability to analyze financial data, spot trends or issues and resolve discrepancies. Organizational and Time Management Skills: Esscential for managing multiple clients transactions and strict deadlines, especially durning tax season. Ability to work efficiently under pressure during busy tax seasons while maintaining high-quality work standards. This role is perfect for motivated individuals eager to develop their expertise in tax preparation within a supportive environment that values energy, transparency, and professional growth!
Job Type: Full-time

Pay: $28.00 - $31.75 per hour

Expected hours: 32 - 40 per week

Benefits:

Health insurance Vision insurance
Work Location: In person