A Tax Preparer, or a Tax Accountant, is responsible for submitting tax forms on behalf of clients to pay the appropriate amount and maximize the client’s return. Their duties include interviewing clients about their income and expenses, auditing account details and acting as a liaison between clients and the IRS.
Tax Preparer duties and responsibilities
Tax Preparers perform many accounting, customer service and organizational tasks to help maintain the financial health of their clients or employer. Their duties and responsibilities often include:
- Informing clients or employers on the tax preparation process
- Collecting relevant financial records, including pay stubs and income statements
- Inputting data from financial records into tax return software or databases
- Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return
- Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities
- Acting as a representative for clients with applicable agencies as required
- Building customer relationships to promote and expand the business
What does a Tax Preparer do?
Tax Preparers work for financial institutions to provide specific tax advice and submit a person or business entity’s taxes. Their role is to produce error-free tax forms on behalf of a client to maximize their financial health. They review the past tax returns of their clients and collect new tax data to calculate how much their client owes. They give advice on future tax planning and communicate with clients about upcoming tax requirements and deadlines. Tax Preparers can upkeep an individual’s tax files or work with a business’s tax records and help distribute W-2s to employees.
Local firm looking for experienced accountant at the staff level to service needs in our write-up, audit and tax departments. We are committed to high standards of excellence including dedication to our clients and community. A pleasant working environment, personable staff, and a company with over 40 years of experience.
RESPONSIBILITIES
- Client write-up work/bookkeeping services using Quick Books
- Preparation of weekly payrolls
- Compliance reporting for payroll, sales tax, and annual 1099s
- Individual/Corporate/Partnership income tax preparation
- Attest fieldwork
BASIC QUALIFICATIONS / EDUCATION
- Bachelors Degree or comparable business experience
- Candidate must be an effective communicator with the ability to pursue self-development and excel within our team approach
- Proficiency in Microsoft Office Suite, specifically Word and Excel
- Proficiency in QuickBooks (including QBO)
- Prior experience with paperless workpaper system beneficial
- Strong verbal and written communication skills
- Strong analytical skills and the ability to successfully multi-task
Benefits
- Flexible work arrangements with generous PTO
- SIMPLE IRA Match and Health Insurance
- We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times
Salary - based on experience
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Continuing education credits
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Opportunities for advancement
- Paid sick time
- Paid time off
- Paid training
- Parental leave
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
- Overtime
- Weekends as needed
Education:
Experience:
- Accounting: 1 year (Preferred)
License/Certification:
Work Location: In person