Tax Preparer

Overview

Position Summary:

*** Student Loan Assistance available to qualified individuals ***

Preparation of individual and small business tax returns, as well as payroll and sales tax reports. The position requires preparation of standard accounting work papers and financial statements. Candidate is teachable and has high work standards. Opportunity for advancement.  Background check is required.

Preferred Experience and Education:

• Preparation of individual and business income tax returns
• Bachelor’s degree (or greater) in accounting
• On course to sit for CPA exam

Summary of Tax Preparer’s Major Duties and Responsibilities:

• Responsible for organizing accurate client tax records and preparing simple to complex individual and small business tax returns; previous use of ProSystem fx Tax is a plus
• Preparation of payroll, sales tax, and 1099 reports and forms;
• Maintain in-depth knowledge and appropriate application of current accounting rules and applicable federal, state and local tax laws to determine accurate income, deductions, and tax credits
• Recognize complex technical issues, reaches appropriate conclusions, and applies authoritative sources to support conclusions
• Anticipate problem areas and questions that will arise during the course of a project
• Ensure top quality client service at all times
• Demonstrate effective time management and ability to multitask
• Comply with all firm policies and procedures
• Maintain client confidentiality at all times
• Maintain accurate time and expense records to ensure proper client billing
• Other duties as assigned

Desired Skills, Abilities and Characteristics:

• Prior experience with Microsoft Word, Excel, and Outlook; and Quickbooks
• Professional and mature attitude, exhibiting integrity, energy, enthusiasm, dedication, and commitment
• Effectively communicate through oral and written means
• Excellent organizational skills and professionalism and the ability to work well with others
• Aptitude to learn and effectively use multiple software applications

Working Conditions:

• Office hours (minimum expectation):
  • Mid-April through December 8:00 a.m. to 5:00 p.m. Monday through Friday.  Regular 40-hour work weeks.
  • January through mid-April minimum: 8:00 a.m. to 6:00 p.m. Monday through Thursday, 8:00 a.m. to 5:00 p.m. Friday; and 8:00 a.m. to noon Saturday.  Typically, 50- to 60- hour work weeks.  Time off during this period is limited to necessary requests.
  • Additional hours may be required as deadlines approach.

Benefits:

• Paid time off
• 401(k) including employer matching contribution
• Health and dental insurance
• Flex spending account
• Life insurance