Tax Preparer

Position Overview

We are seeking detail-oriented, customer-focused individuals to join our team as Tax Preparers. This role is critical to the success of our clients and our organization, as you will be responsible for preparing accurate and compliant tax returns for individuals and businesses. Your expertise in tax preparation and your ability to build strong client relationships will help deliver an outstanding experience for every customer.

Key Responsibilities

• Tax Preparation: Prepare federal, state, and local tax returns for individuals, partnerships, corporations, and other entities in compliance with current tax laws and regulations.
• Client Consultations: Meet with clients to gather financial data, discuss tax needs, and explain the filing process. Offer expert advice to maximize deductions and ensure compliance with tax obligations.
• Accuracy and Compliance: Review financial records, income statements, and documentation provided by clients to ensure accuracy. Stay up to date on tax codes, regulations, and updates to maintain compliance.
• Client Relationships: Build strong rapport with clients, offering personalized service to address their unique needs and concerns. Handle client questions and provide clear, helpful guidance throughout the process.
• Technology Use: Utilize advanced tax preparation software and tools to ensure efficient and accurate service. Maintain records securely and follow best practices for data privacy and cybersecurity.
• Continuous Learning: Stay informed about changes in tax law and attend ongoing training sessions as needed.

Qualifications

• Certification as an Enrolled Agent (preferred) or other relevant tax qualifications.
• Proven experience in preparing tax returns for individuals and businesses.
• Strong knowledge of tax regulations and codes.
• Excellent communication and interpersonal skills.
• Proficiency in tax preparation software and office productivity tools.
• High level of attention to detail and organizational skills.
• Experience using United Efile Professional Income Tax Software is preferred but not required.

Why Join Us?

• Competitive compensation structure.
• Opportunities for professional growth and training.
• A supportive team environment where your expertise is valued.
• The chance to make a meaningful impact on clients’ financial success.