Job Summary
We are seeking a detail-oriented and knowledgeable Tax Preparer to join our team. The ideal candidate will be responsible for preparing and filing tax returns for individuals and businesses, ensuring compliance with all relevant tax laws and regulations. This role requires strong analytical skills, attention to detail, and the ability to communicate complex financial information clearly. CPA STRONGLY PREFERRED
HIGH NET WORTH EXPERIENCE PREFERED
Responsibilities
- Prepare and file federal and state tax returns for individuals and businesses.
- Conduct thorough financial analysis to identify potential tax deductions and credits.
- Review financial statements, including general ledger reconciliation and account reconciliation, to ensure accuracy.
- Assist clients with estate planning and provide guidance on securities law as it pertains to their tax situation.
- Write detailed financial reports summarizing tax obligations and strategies for clients.
- Stay updated on changes in tax laws and regulations to ensure compliance.
- Provide exceptional customer service by addressing client inquiries and concerns regarding their taxes.
- Collaborate with other financial professionals to offer comprehensive financial services.
Qualifications
- Proven experience in tax preparation or a related financial field.
- Strong knowledge of double entry bookkeeping principles and practices.
- Familiarity with financial sales processes and investment strategies is a plus.
- Excellent analytical skills with the ability to perform detailed financial analysis.
- Effective communication skills, both written and verbal, for clear client interactions.
- Ability to work independently as well as part of a team in a fast-paced environment.
- Proficiency in using tax preparation software and other relevant financial tools.
- A degree in accounting, finance, or a related field is required.
Join our team as a Tax Preparer where you can utilize your expertise in finance while helping clients navigate their tax obligations effectively.
Job Type: Full-time
Pay: $85,580.00 - $99,300.00 per year
Benefits:
- 401(k) matching
- Disability insurance
- Life insurance
- Opportunities for advancement
- Paid sick time
- Vision insurance
- Work from home
Schedule:
Work Location: Remote
