Tax Preparer

You will also communicate effectively with clients to address their questions and concerns, and stay updated on tax laws and regulations to ensure compliance.

• Prepare and file individual and business tax returns accurately and in a timely manner.
• Review clients' financial documents to gather necessary information for tax preparation.
• Stay abreast of current tax laws and regulations to ensure compliance and provide the most accurate tax advice.
• Identify opportunities for clients to save on taxes and provide strategic tax planning advice.
• Communicate effectively with clients to address their questions and concerns regarding tax preparation and planning.
• Use accounting software systems to process customer credit applications accurately and efficiently.
• Maintain accurate customer credit records and monitor customer accounts for necessary actions.
• Utilize skills in ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, Accounting Functions, Annual Income Tax Provision, Auditing, and Compliance to perform tasks effectively.
• Provide guidance on entity formation processes for businesses. • Proficient in Accounting Software Systems
• Knowledge of ADP - Financial Services
• Familiarity with CaseWare
• Experienced in using CCH ProSystem Fx and CCH Sales Tax
• Skilled in various Accounting Functions
• Able to handle Annual Income Tax Provision
• Experience with Auditing
• Understanding of Compliance regulations and standards
• Knowledgeable in Entity Formation
• Ability to adhere to all company policies and procedures
• Demonstrated accuracy and attention to detail
• Strong communication and interpersonal skills
• Adept at managing multiple tasks and meeting deadlines
• Ability to maintain confidentiality of sensitive information
• Bachelor's degree in Accounting or related field, or equivalent experience
• Professional certification (e.g., CPA) preferred but not required.