-Tax Return Preparation: Prepare and file accurate federal, state, and local tax returns for individuals, small businesses, and other entities.-Client Consultation: Meet with clients to review financial records, gather necessary documentation, and clarify any questions related to tax preparation.-Tax Law Compliance: Ensure all tax returns comply with IRS regulations and local tax laws, keeping up-to-date with changes in tax codes.-Tax Planning: Provide tax planning advice to clients, helping them optimize deductions and credits, minimize tax liabilities, and comply with legal requirements.-Recordkeeping: Maintain organized client files with all necessary tax documents and forms for reference and audit purposes.-Tax Software: Utilize tax preparation software to complete and electronically file tax returns efficiently and accurately.-Audit Support: Assist clients in case of audits by providing necessary documentation and information to government agencies.-Customer Service: Provide a high level of customer service, addressing client inquiries and concerns promptly and professionally.-Stay Current: Maintain knowledge of current federal, state, and local tax laws, including any changes that may impact clients.
7-10 years
-Detail-Oriented: High level of accuracy and attention to detail in preparing tax returns and reviewing financial information.-Communication Skills: Excellent verbal and written communication skills to explain tax laws and issues clearly to clients.-Organizational Skills: Ability to manage multiple clients, meet deadlines, and handle confidential client information with discretion.-Problem-Solving: Strong analytical and problem-solving skills to identify potential tax savings and address complex tax issues.
-Education: Associate or Bachelor?s degree in accounting, finance, or related field preferred. Completion of a tax preparation course or certification (e.g., IRS-certified tax preparer) is highly beneficial.-Experience: 1-3 years of experience in tax preparation preferred. Knowledge of individual and small business tax returns is a plus.-Technical Skills: Proficiency with tax preparation software (e.g., TurboTax, Lacerte, ProSeries) and MS Office Suite (especially Excel).-Knowledge of Tax Laws: Strong understanding of federal, state, and local tax laws, deductions, credits, and tax planning strategies.
Bachelors
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