Job Summary
We are seeking a detail-oriented and highly knowledgeable Tax Preparer/ EA or CPA to join our team. The ideal candidate will be responsible for preparing and reviewing personal tax returns for individuals, ensuring compliance with all relevant tax laws and regulations. This role requires strong analytical skills, attention to detail, and the ability to communicate effectively with clients regarding their financial situations.
We will consider candidates who wish to work full time during tax season and only one or two days a week the rest of the year. Partial work from home after first year may be a possibility depending upon data security provisions.
Ideal candidate will also have an interest in financial planning and willing to work with clients to integrate their tax preparation with our financial planning consultation.
Responsibilities
Prepare and file federal and state tax returns for mostly individuals.
Review financial records, including income statements and documentation of expenditures.
Provide clients with guidance on tax-related matters and financial concepts.
Stay updated on current tax legislation and changes in tax laws to ensure compliance.
Utilize accounting software such as QuickBooks and Drake Tax to manage client accounts effectively.
Conduct thorough reviews of clients' financial data to identify potential deductions or credits.
Maintain accurate records of all transactions and communications with clients.
Deliver exceptional customer service by addressing client inquiries promptly and professionally.
Be able to provide tax planning consultation.
Skills
Proficiency in accounting software, particularly QuickBooks and Sage.
Strong understanding of tax regulations, technical accounting principles, and financial concepts.
Excellent math skills for accurate calculations related to taxes.
Strong customer service skills to effectively communicate with clients.
Ability to analyze complex financial information and provide sound advice.
Detail-oriented with a commitment to accuracy in all aspects of work.
Strong organizational skills to manage multiple clients and deadlines efficiently.
Ability to work well in a small business environment
Join our team as a Tax Preparer/ EA/ CPA where you can apply your expertise in tax preparation while helping clients navigate their tax obligations successfully. We look forward to welcoming a dedicated professional who is eager to contribute to our mission.
Job Type: Full-time or seasonal with some hours year round
Pay: $30.00 - $50.00 per hour
Benefits:
Flexible schedule
Health insurance
Compensation Package:
Bonus opportunities
Hourly pay
Performance bonus
To apply, please email your resume.