Overview:
We are seeking a detail-oriented and experienced Tax Preparation Specialist to join our team. The ideal candidate will have a strong background in tax law and accounting principles, with a proven track record of accurately preparing and filing taxes for individuals and businesses. As a Tax Preparation Specialist, you will be responsible for gathering financial data, analyzing documents, and ensuring compliance with all relevant tax regulations. This role requires excellent communication skills, meticulous attention to detail, and the ability to work efficiently under deadlines.
Responsibilities:
Client Consultation: Meet with clients to gather relevant financial information and discuss their tax situation. Provide guidance and advice on tax planning strategies to minimize liabilities and maximize returns.
Document Review: Review financial documents, including income statements, expense records, and investment statements, to ensure accuracy and completeness. Identify potential deductions, credits, and exemptions applicable to each client's tax situation.
Tax Preparation: Utilize tax preparation software to prepare accurate tax returns for individuals, businesses, and other entities. Calculate taxes owed or refunds due based on current tax laws and regulations.
Compliance: Stay up-to-date with changes in tax laws and regulations at the federal, state, and local levels. Ensure compliance with all relevant tax codes and guidelines to avoid penalties and legal issues.
Client Communication: Communicate effectively with clients to explain complex tax concepts and requirements in a clear and understandable manner. Address any questions or concerns they may have throughout the tax preparation process.
Quality Assurance: Conduct thorough reviews of completed tax returns to verify accuracy and completeness. Make any necessary corrections or adjustments to ensure compliance and minimize errors.
Deadline Management: Manage multiple client engagements simultaneously and prioritize tasks to meet filing deadlines. Proactively communicate with clients to request any missing information or documentation needed for tax preparation.
Client Relationship Management: Cultivate strong relationships with clients by providing exceptional service and personalized attention. Identify opportunities to offer additional services or address other financial needs based on clients' individual circumstances.
Qualifications:
Minimum of 5 years of experience in tax preparation and compliance.
Proficiency with tax preparation software (e.g., Intuit ProConnect Tax, TurboTax, Drake Tax).
Strong knowledge of federal, state, and local tax laws and regulations.
Excellent analytical and problem-solving skills.
Exceptional attention to detail and accuracy.
Effective communication and interpersonal skills.
Ability to work independently and as part of a team in a fast-paced environment.
Commitment to maintaining confidentiality and integrity in handling sensitive financial information.