Tax Preparer

Responsibilities

• Prepare or assist in preparing simple to complex income tax returns for individuals and small businesses.
• Identify potential tax credits, deductions, and liabilities to ensure clients receive the maximum benefit permitted under applicable laws.
• Complete tax forms in accordance with internal policies and in full compliance with federal, state, and local legislation and regulations.
• Use federal, state, and local tax codes to accurately prepare returns and address client-specific tax situations.
• Review financial records such as income statements, documentation of expenditures, and other supporting documents to ensure completeness and accuracy.
• Verify totals, figures, and calculations on current and past tax forms to confirm accuracy and consistency.
• Prepare and file tax returns using electronic filing software and related financial record software.
• Apply a solid working knowledge of accounting and financial statement preparation to support accurate tax reporting.
• Maintain confidentiality of all client financial information and documentation.
• Manage workload to meet deadlines, ensuring all assigned tax returns are completed and filed in a timely manner.
• Take ownership of assigned work, proactively identifying issues, resolving discrepancies, and escalating complex matters when necessary.
• Provide constructive feedback and coaching to colleagues when appropriate to help others grow and improve.
• Communicate with clients in a personable and professional manner, clarifying information and answering questions related to their tax returns.
• Utilize QuickBooks and Excel to organize, analyze, and reconcile financial data used in tax preparation.
• Incorporate tax-related adjustments where applicable, leveraging experience with such adjustments when available.

Requirements

• At least 5 years of experience in tax preparation.
• Strong knowledge of income tax preparation for individuals and companies, including federal, state, and local codes.
• Proficiency in preparing simple to complex tax returns for individuals and small businesses.
• Solid working knowledge of accounting principles and financial statement preparation.
• Able to review and interpret income statements, expenditure documentation, and other financial records.
• High level of attention to detail and accuracy in calculations, documentation, and form completion.
• Strong reporting skills, including the ability to clearly document and present financial information.
• Commitment to confidentiality and proper handling of sensitive financial information.
• Proficiency with PC-based tools and financial record software.
• Advanced experience with QuickBooks.
• Advanced experience with Microsoft Excel.
• Strong general math skills relevant to tax preparation and financial analysis.
• Strong work ethic, with a proven ability to meet deadlines and manage time effectively.
• Accountable and driven mindset, with a willingness to take ownership of responsibilities.
• Highly organized approach to managing multiple returns and client files.
• Ability to work well under deadlines and handle time-sensitive tasks.
• Proactive mindset, anticipating needs and addressing issues before they escalate.
• Excellent interpersonal skills and a personable demeanor when interacting with clients and colleagues.

Qualifications

• Experience with tax-related adjustments is a plus.
• Ability to coach others and provide constructive feedback to support their professional growth.
• Comfort working with electronic filing software and other digital tax preparation tools.
• Strong communication skills, both written and verbal, to explain tax concepts and requirements to clients in an understandable way.
• Demonstrated ability to collaborate effectively with team members while also working independently on assigned returns.