Tax Preparer

Job DescriptionOur Tax Preparers operate as certified individuals that prepare returns and advise clients with the IRS & State taxing authorities. It is their primary responsibility to determine what the most beneficial & ethical outcome for the clients' returns, then delivering that outcome by preparing the returns with detail and presenting them to our clients. With the help from our team of Tax Prep Admin, it is the Tax Preparer's responsibility to ensure that the clients' needs are always reasonably met, which typically include compliance, deadlines, representation, tax advisory, and fiduciary duties.Responsibilities will primarily include, but may not be limited to:Conduct thorough tax return reviewsDetermine the best possible outcome for all assigned clientsPrepare a variety type of tax returns; Individual, Amended Returns, Business ReturnsMeet corresponding deadlines with the IRS and/or StateCollaborate and strategize best courses of action with clients and Tax Preparation Admin.Required Skills & Qualifications:CTEC Certified, Licensed Tax Preparer and is in good standing with the IRSCPA's & EA's are welcome.PTIN & EFIN requiredAssociate Degree (Bachelor's or Master's preferred)2+ Years of tax preparation experienceEffective communication and client relations skillsAbility to manage a large client base with deadlines, urgency, & prioritization management2+ years of Microsoft Office, Tax Prep Software & CRM experience

Created: 2025-02-09