Tax Preparer

Job Summary

We are seeking a dedicated and detail-oriented Tax Preparer to join our financial services team. In this role, you will be responsible for preparing individual and business tax returns, ensuring compliance with federal, state, and local tax regulations. The ideal candidate will possess strong analytical skills, a solid understanding of accounting principles, and experience with various accounting and tax software. This position offers an excellent opportunity to contribute to clients’ financial success while developing your expertise in tax preparation and financial analysis. Key Responsibilities:

Prepare accurate and timely tax returns for individuals, small businesses, and corporations using tax software and accounting tools such as Drake Software.
Review financial documents, including income statements, balance sheets, and expense reports to gather necessary data for tax filings.
Ensure compliance with current tax laws and regulations through diligent research and application.
Assist clients with tax planning strategies to optimize their financial positions.
Maintain organized records of all tax documents, correspondence, and client information.
Collaborate with clients to gather additional information or clarify financial details as needed.
Support bookkeeping activities by reconciling accounts and managing financial data within accounting software.
Analyze financial concepts to identify potential deductions or credits that benefit clients.
Stay updated on changes in tax legislation and accounting standards through continuous professional development.
Provide exceptional customer service by addressing client inquiries professionally and efficiently. Qualifications:
Proven experience in tax preparation, public accounting, or corporate accounting roles.
Proficiency with accounting software such as Drake Software and other financial management tools.
Strong understanding of tax laws, regulations, and compliance requirements.
Knowledge of financial concepts, analysis skills, and mathematical proficiency.
Experience with bookkeeping, technical accounting, and financial analysis.
Excellent organizational skills with attention to detail in data entry (10 key typing) and recordkeeping.
Effective communication skills to explain complex financial information clearly to clients.
Ability to work independently while managing multiple deadlines efficiently.
Prior experience in tax services at least 5 years.