A Tax Preparer is responsible for accurately preparing and filing tax returns for individuals, businesses, and organizations. This role involves reviewing financial documents, identifying tax-saving opportunities, ensuring compliance with federal and state regulations, and advising clients on tax-related matters.
We are currently looking for a skilled and detail-oriented Tax Preparer to join our team at Assured Tax Advisors. The ideal candidate will have a strong background in tax preparation, excellent communication skills, and a passion for assisting clients with complex tax matters.
Responsibilities:
- Prepare and file tax returns accurately for individuals, small businesses, and S Corporations.
- Review financial documents such as income statements and expense records to ensure accurate tax reporting.
- Provide tax guidance to clients on tax-saving strategies, credits, deductions, and potential liabilities.
- Ensure compliance with federal and state tax laws and regulations.
- Communicate with clients to gather necessary documents, answer questions, and explain tax-related concepts.
- Assist clients with tax amendments and respond to IRS or state agency audits.
Requirements:
- Must have a PTIN issued by the IRS.
- 1-3 years of prior experience in tax preparation preferred.
- Proficiency in tax preparation software like ProSeries, Drake, or similar tools.
- Knowledge of federal and state tax laws.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Degree in accounting, finance, or related field preferred.
Desired Skills:
- Expertise in preparing S Corporation and small business tax returns.
- Familiarity with tax planning strategies and advisory services.
- Ability to work independently and manage multiple clients simultaneously.
- Client-focused mindset with a commitment to delivering outstanding service.
Why Join Assured Tax Advisors?
- Collaborative and supportive work environment.
- Opportunities to work with a diverse client base.
- Training on the latest tax laws and tools.
- Be part of a growing firm that values innovation and client success.
To Apply:
If you are passionate about helping clients achieve financial clarity and are looking to advance your career in tax preparation, please send your resume and cover letter to [email protected].
$20 - $25 per hour