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Tax Preparer


Full-Time
Job Description:
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.

Job Responsibilities:
  • 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.

Qualifications:
  • 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.