Tax Preparer
Vision Financial Group, LLC - des moines, IA
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Vision Financial Group, a dynamic, holistic financial services company in Des Moines, is seeking a candidate to fill the role of Tax Preparer. The successful candidate will have an interest in tax work along with a strong attention to detail and excellent customer service skills. Experience in the financial services field is a plus but not required. The responsibilities of this job include: Tax Preparation and Entry: Prepare and accurately input simple to moderately complex tax data into appropriate software systems. Review financial records, statements, and relevant documents to ensure accuracy in tax filings. Assist with the preparation of tax planning estimates using tax planning software Verbal and written communication with clients and financial advisors concerning tax returns and tax planning documents and questions. Assist with quarterly filings Documentation and Recordkeeping: Maintain thorough documentation of all tax-related information and filings for audit purposes. Organize and manage client records in a secure and accessible manner. Requirements The successful candidate will have the following skills: Associate or Bachelor's degree, or working toward a degree, or equivalent experience required Experience with tax preparation desired Strong attention to detail with the ability to work efficiently and accurately Strong analytical and organizational skills Self-starter, problem solver, goal-oriented, and a team player Excellent customer service and verbal/written communication skills required
Created: 2024-09-24