We are seeking a knowledgeable and detail-oriented Tax Preparer to assist clients with their tax returns and ensure compliance with federal and state tax regulations. The ideal candidate will possess a strong understanding of tax laws and the ability to provide excellent customer service while guiding clients through the tax preparation process. This role is perfect for individuals looking to utilize their tax expertise and help clients maximize their refunds and minimize their liabilities.

Responsibilities:

• Prepare and review federal and state tax returns for individuals and small businesses
• Analyze financial information to determine the best tax strategies for clients
• Ensure compliance with tax laws and regulations, staying updated on changes in tax legislation
• Gather and organize necessary financial documents from clients, such as income statements and deductions
• Communicate with clients to explain tax preparation processes and answer any questions they may have
• Provide tax planning advice and recommendations to clients to optimize their financial situation
• Assist with audits by providing necessary documentation and responding to inquiries from tax authorities
• Maintain client confidentiality and handle sensitive information with discretion
• Collaborate with other team members to ensure efficient tax preparation and filing processes
• Keep accurate records of all client interactions and completed tax returns

Requirements:

• Bachelor’s degree in Accounting, Finance, or a related field (preferred)
• 1-3 years of experience in tax preparation or related financial services
• Knowledge of federal and state tax regulations and compliance
• Proficiency in tax preparation software (e.g., Intuit ProConnect, Drake Tax) and Microsoft Office Suite
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills to interact effectively with clients
• Ability to work efficiently under tight deadlines, especially during tax season
• Certification as a tax preparer or CPA is a plus

Work Environment:

• Office-based or remote options may be available, particularly during tax season
• Fast-paced environment, especially leading up to tax filing deadlines
• Collaborative team atmosphere with regular training and updates on tax laws

Equal Opportunity Employer Statement:
We are committed to creating a diverse and inclusive workplace. All qualified applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, disability, or any other protected characteristic.