Tax Preparer (CPA Firm)

About the role

Freedman CPA, P.C. is seeking a detail-oriented tax associate to join our team. This position reports to a senior tax professional and involves consulting with clients, providing tax preparation services, and ensuring compliance with IRS regulations.

Responsibilities

• Ensure clients comply with IRS regulations and meet their state and federal tax obligations.
• Analyze and minimize tax liabilities by implementing tax reduction strategies.
• Review financial records, income statements, and expenditures.
• Prepare and file tax returns and work papers for companies, partnerships, and individuals.
• Research tax issues and assist with tax audits.
• Consult with clients, review their tax information, and respond to questions and concerns.
• Advising clients on employee health care benefits, compensation, and accounting systems.
• Maintain accurate and up-to-date client records.

Requirements

• Bachelor’s degree in taxation or accounting required.
• CPA certification preferred.
• 1+ years of tax preparation experience.
• Experience using tax preparation software and applications.
• Good communication skills, both verbal and written.
• Able to prioritize and manage time efficiently.
• Strong analytical and problem-solving skills.
• Excellent accounting skills.
• Good customer service skills.