Responsibilities

• Tax Preparation: Prepare individual and small business tax returns accurately and efficiently.
• Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Customer Service: Provide outstanding customer service by addressing client concerns and questions in a timely manner.
• Conduct client interviews to gather information about their tax situation.
• Explain tax return outcomes and provide tax planning advice.
• Compliance and Accuracy: Stay updated on current tax laws and regulations through ongoing education and training.
• Ensure all returns are prepared in compliance with relevant laws and regulations.
• Verify the accuracy of data entered into tax software.
• Documentation and Recordkeeping: Maintain organized and accurate records of all client interactions and tax returns.

Requirements

• Strong knowledge of federal, state, and local tax laws and regulations.
• Proficiency in tax preparation software and Microsoft Office Suite.
• Excellent attention to detail and organizational skills.
• Strong analytical and problem-solving abilities.
• Superior communication skills, both verbal and written.
• Ability to work independently and manage multiple priorities.
• Must have PTIN or eligible to receive.
• Associate’s degree in accounting, finance, or a related field; or equivalent experience.
• Minimum of 1-3 years of experience in tax preparation.