Tax Preparer and Admin

Join a Growing Accounting FirmFiore Accounting & Tax Services is a growing bookkeeping, tax, and payroll firm dedicated to helping small businesses reach their full potential. We're looking for an experienced Tax Preparer & Admin to join our team.This position combines tax preparation with client service and tax administration. You'll prepare individual and small business tax returns while working directly with your assigned clients throughout the tax process - from the initial intake of documents through completion of their return.We're looking for someone with at 1-2 years of tax related experience. Please note that this is an in-office job and not virtual. What You'll DoPrepare 1040s, Schedule Cs, and basic 1120/1120-S tax returns for reviewReview client documents and identify missing informationIntroduce yourself to assigned tax clients and guide them through the tax document collection processFollow up with clients for documents, questions, signatures, and other outstanding itemsMaintain accurate client notes and workflow statusesMake updates based on Tax Manager reviewFollow clients from initial intake through completion of their returnPrepare annual 1099 filings for bookkeeping clientsThe ideal candidate is comfortable learning new technology, enjoys meeting with clients, and has basic tax experience. Because we serve clients across the country, technology and communication are essential to how we work. A Typical DayNo two days are exactly the same, but your day may include:Your day may include reviewing client documents, preparing tax returns,Calling or emailing clients for missing information,Working through Tax Manager review notes, andKeeping your assigned clients moving through the tax process.During year-end, you'll also prepare 1099 filings for our bookkeeping clients.Success in this role requires someone who takes ownership of their client work, communicates proactively, follows through on outstanding requests, and keeps projects moving rather than waiting for clients to respond. We value accuracy, initiative, teamwork, and delivering an exceptional client experience. Position RequirementsRequiredTax, accounting, bookkeeping, or related experience/educationBasic understanding of individual taxes and accounting conceptsStrong attention to detail, organization, and communication skillsComfortable communicating with clients by phone and emailAbility to manage multiple returns, priorities, and deadlinesComfortable following established processes and learning new technologyAbility to maintain confidential financial and tax informationAbility to work independently and collaborativelyWillingness to learn and incorporate feedbackAbility to pass a background checkPreferredExperience preparing individual, Schedule C, and basic business tax returnsExperience with Drake Tax or similar tax softwareAccounting, Finance, Business, or related degree preferredQuickBooks Online experience a plusExperience working directly with clientsBenefitsThree weeks of paid vacationPaid federal holidaysHealth insurance401(k) retirement savings planFlexible scheduling within normal business hours