Company & Position Overview:
We are searching for a Tax Preparer to provide tax preparation services, tax representation, and administrative support for our clients. We are looking for someone to join our team that works well both as a part of a team and individually. This position is ideal for someone looking for experience in IRS representation or tax preparation. This is a fun and profitable way to enhance your resume.
Our firm has a great reputation and has been locally owned and operated for over twenty years. We specialize in IRS resolution and tax preparation services and take a compassionate approach to helping people get on track with their taxes.
- Organization of client tax materials and client information.
- Preparation of Individual/1040 tax returns for CPA or EA review.
- Contact with clients to follow up for missing information.
- Monitoring of client caseload.
- Tax information record-keeping through our client database program.
- Prior tax preparation experience strongly preferred.
- Experience with Drake tax preparation software strongly preferred.
- Excellent customer service, communication, and organizational skills required.
- Strong ability to prioritize and manage multiple tasks required.
- Knowledge of a client management database, tax preparation software, and QuickBooks preferred.