Job Description

Financial Planning Tax Office is looking for a goal-driven tax preparer to be responsible for advising clients, analyzing tax data submitted by clients, and filing and submitting tax returns. Tax preparers should ensure confidentiality, provide excellent service to promote repeat business, and provide future tax planning to clients. Should also be able to process bookkeeping for clients and analyze company financials. To ensure success as a tax preparer you should be knowledgeable of legislation and regulations, provide excellent service to clients, and maintain the high standard set by the organization. Ultimately, a top tax preparer will be detail-oriented with excellent oral and written communication skills to handle correspondence from clients and tax authorities.

Duties and Responsibilities:

• Informing clients on the tax preparation process
• Collecting relevant financial records, including W-2 and income statements
• Preparing and submitting tax returns for clients.
• Inputting data from financial records into tax return software or databases
• Utilizing applicable federal, state and local tax law to determine deductions and the amount of each client’s earn on the return
• Completing and filing tax documents with appropriate agencies, IRS, state and local government entities
• Securing repeat business
• Analyzing tax data submitted by the client to maximize the outcome for the client.
• Acting as a representative for clients with applicable agencies as required
• Building customer relationships to promote and expand the business

Skills and Qualifications:

• Experience with both Individual and Corporate Returns
• Bachelor’s degree in accounting or finance.
• Registered Tax Return Preparer Test completed
• Registration with the IRS with a valid PTIN
• In-depth knowledge of applicable tax laws, regulations and deadlines
• Proficient with common tax preparation, word processing and Excel software applications
• Excellent customer service skills, including patience and flexibility
• Minimum of 2 years’ experience
• Great organizations skills, including time management and strategic thinking
• Strong written and verbal communication skills
• Must ensure confidentiality

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Job Tags

Work at office, Local area,

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