Overview
We are seeking a detail-oriented and knowledgeable Tax Preparer to join our financial services team. The ideal candidate will have a strong background in accounting, tax preparation, and financial software, with excellent analytical and customer service skills. This role offers an opportunity to work in a dynamic environment where accuracy, efficiency, and professionalism are highly valued. The Tax Preparer will assist clients with tax filings, ensure compliance with regulations, and provide exceptional service to meet client needs.
Responsibilities
> Prepare individual and business tax returns accurately and efficiently using various accounting software such as QuickBooks, Sage, and other financial tools
> Analyze financial data to identify deductions, credits, and potential tax savings for clients
> Maintain up-to-date knowledge of current tax laws and regulations to ensure compliance
> Assist clients with financial questions related to tax planning and preparation
> Manage bookkeeping tasks including data entry, record keeping, and reconciliation using accounting software
> Support marketing efforts by promoting services to potential clients and maintaining strong customer relationships
> Conduct analysis of client financials to provide insights for future planning
> Ensure all documentation is complete and organized for audit purposes
Requirements
+ Proven experience in tax preparation, public accounting, or related fields with a solid understanding of financial concepts and corporate accounting practices
+ Proficiency in accounting software such as QuickBooks, Sage, and other financial software tools
+ Strong knowledge of tax laws, regulations, and compliance standards
+ Excellent math skills including 10 key typing proficiency for data entry accuracy
+ Ability to analyze complex financial data and present clear insights
+ Customer service orientation with effective communication skills
+ Experience in marketing or sales within the financial sector is a plus
+ Technical accounting skills including bookkeeping, analysis skills, and understanding of financial statements
+ Prior experience in financial sales or public accounting is desirable but not required
This position provides an engaging opportunity for professionals passionate about finance and taxation to grow their career while delivering exceptional service to clients.
Job Types: Full-time, Seasonal
Pay: $25.00 - $90.00 per hour
Expected hours: 40 per week
Work Location: In person/Hybrid
Principals only. Recruiters, please don't contact this job poster.