Tax Preparer

Minimum Qualifications

• Bachelor’s Degree – Preferably in Accounting
• Up to 1 year tax experience
• Previous CPA firm experience Skills/Abilities
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Ability to understand and apply tax laws and changes in the preparation process.
• Excellent organizational skills and attention to detail.
• Accurate math and accounting skills.
• Proficient with Microsoft Office Suite or related software.
• Proficient with or the ability to quickly learn tax accounting and preparation software.

Responsibilities

• Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
• Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.
• Reviews all supplied financial information for accuracy.
• Uses the appropriate accounting software or system to prepare tax returns.
• Calculates taxes owed or refunds due to client, consults tax law publications for guidance on unusual situations.
• Submits tax returns to Partner or Tax Manager for review.
• Presents approved returns to clients.
• Files tax returns for clients.
• Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.
• Performs other related duties as assigned. Salary $60,000 - $80,000 per year