Tax Preparer

About the role

With 30 years of experience, we alleviate tax stress through efficient, empathetic, and transparent services. Specializing in swift tax resolution for individuals and businesses, our unique PTR Exclusive Edge ensures effective solutions. Join our team for a role where you contribute to helping clients regain financial peace of mind!

Responsibilities

• Conduct comprehensive client interviews to gather pertinent financial information.
• Prepare and rigorously review federal, state, and local tax returns for individuals and businesses.
• Stay current on tax laws and regulations to ensure accurate filings.
• Collaborate with clients to address inquiries or concerns related to their tax returns.
• Provide expert guidance on tax planning and strategies to minimize liability.
• Maintain confidentiality and handle sensitive client information with the utmost professionalism.
• Assist in efficiently resolving tax-related issues and discrepancies.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field preferred.
• Proven experience as a Tax Preparer or in a similar role.
• In-depth knowledge of tax laws, regulations, and compliance requirements.
• Proficiency in tax preparation software and the MS Office Suite.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Detail-oriented with a high level of accuracy.
• CPA or Enrolled Agent certification is a plus.

Qualifications

Experience: Tax Prep: 3 years (Preferred) or 1 season of Tax Prep (Required)

Education: Associate (Required)

Skills

Not specified

Benefits

Our organization provides a comprehensive and competitive compensation package, including a 401(k), medical, dental, and vision coverage, life insurance, paid time off, and a range of additional employee benefits.

Pay

N/A

Schedule

N/A