About This Role
This role involves helping individuals and businesses with their tax compliance. You will use your expertise in tax law, accounting, and financial concepts to prepare accurate tax returns. The position offers an opportunity to grow your career in a fast-paced environment focused on exceptional service and expert advice.
Responsibilities
- Prepare individual, partnership, and corporate tax returns using advanced tax software and accounting tools such as Tax Slayer, Sage, and other financial software
- Ensure compliance with federal, state, and local tax laws by staying current on tax regulations and reporting requirements
- Review financial documents, including income statements, balance sheets, and supporting schedules to accurately compile tax reports
- Communicate effectively with clients to gather necessary information, clarify questions, and explain tax strategies or obligations
- Assist clients with tax planning strategies to optimize their financial outcomes while ensuring adherence to legal standards
- Maintain detailed records of all tax documents, reports, and correspondence for audit readiness and future reference
- Support client acquisition efforts through marketing initiatives and providing excellent customer service to foster long-term relationships
Requirements
- Tax preparation, including individual, partnership, and corporate taxes; familiarity with partnership tax expertise is a plus
- Strong knowledge of tax law, compliance standards, and reporting procedures
- Proficiency with tax preparation software such as TurboTax, Drake Tax, or similar platforms; experience not necessary
- Solid understanding of accounting principles, public accounting practices, and financial concepts
- Excellent analysis skills combined with meticulous attention to detail for accurate calculations and documentation
- Strong math skills along with the ability to perform 10 key typing efficiently for data entry tasks
- Exceptional client communication skills to explain tax compliance
- Must build your own clientele; some marketing materials will be provided
- No experience necessary
Benefits
- Flexible schedule
- Professional development assistance
Important Details
- Professional growth through ongoing training in technical accounting practices and the latest tax laws