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2 Tax Preparer Jobs in Appleton, WI

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Feucht Financial Group LLC
Appleton, WI | Full Time | Part Time
$62k-77k (estimate)
1 Week Ago
Fox Valley Farm Management
Appleton, WI | Full Time
$59k-74k (estimate)
7 Months Ago
Tax Preparer
$62k-77k (estimate)
Full Time | Part Time | Investment Management 1 Week Ago
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Feucht Financial Group LLC is Hiring a Tax Preparer Near Appleton, WI

Income Tax Preparer

Feucht Financial Group is a Wisconsin based (these positions are in Appleton and Fond du Lac, WI) Investment, Wealth Management, Tax Consultation, Tax Preparation and Accounting firm that is currently seeking a knowledgeable, experienced Enrolled Agent and/or a strong, driven, experienced Tax Preparer. Extensive1040 tax preparation experience and general 1120/1065 experience is desired. Minimum of 5 years of professional/paid tax preparation experience is required. Greater than 10 years of experience is desired. The firm uses Ultra Tax Creative Solutions Software and experience using this software is highly desired.

Seeking a person interested in a full time, all year, employment.

Duties:

Works closely with an clients and investment advisors to optimize client tax strategy and prepare client tax returns

Meets with clients and team members to discuss tax situations and provides tax advice, direction and solutions

Develops tax strategy with Investment Advisors, other tax preparers and clients

Prepares tax returns - start to finish - using Creative Solutions Ultra Tax Software

Files federal, state and local tax documents, extensions and quarterly payments

Desired Skills:

Leader, teacher, results driven, deadline-oriented, personable, exhibits exceptional people skills, has ability to multitask, works well in a fast-paced environment.

Salary:

Commensurate with education and experience

Job Types: Full-time, Part-time

Pay: $18.00 - $28.00 per hour

Benefits:

  • Flexible spending account
  • Paid time off
  • Retirement plan

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus opportunities

Application Question(s):

  • Are you able to accept a full time position that works from 8AM-5PM Monday through Friday?

Experience:

  • Paid Professional Tax Preparation: 5 years (Required)

Shift availability:

  • Day Shift (Required)

Ability to Relocate:

  • Appleton, WI 54914: Relocate before starting work (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time | Part Time

INDUSTRY

Investment Management

SALARY

$62k-77k (estimate)

POST DATE

05/02/2024

EXPIRATION DATE

05/07/2024

WEBSITE

feuchtfinancial.com

HEADQUARTERS

Fond Du Lac, WI

SIZE

25 - 50

INDUSTRY

Investment Management

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The job skills required for Tax Preparer include Tax Return, Tax Preparation, Accounting, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Preparer. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Preparer. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Tax Preparer positions, which can be used as a reference in future career path planning. As a Tax Preparer, it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Preparer. You can explore the career advancement for a Tax Preparer below and select your interested title to get hiring information.

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If you are interested in becoming a Tax Preparer, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Preparer for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Tax Preparer job description and responsibilities

Tax preparers help clients understand their financial situation and create annual budget plans, which can help expedite the process of filing tax returns.

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An efficient tax preparer will analyze data submitted by clients to ensure that they benefit from this expertise with a positive outcome from tax authorities.

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Calculates proper fee to charge each customer for tax preparation services based on the complexity of each form and the amount of time required for the work.

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Provided excellent customer service during tax preparation procedures through use of effective communication to enhance customer satisfaction and overall experience.

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They advise clients to bring all of their receipts and tax forms before preparing their tax forms.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Tax Preparer jobs

Performing tax preparer duties require keeping up to date on the continually changing tax codes and having knowledge of both federal and state tax laws.

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These tax experts must be good active listeners, must have good math skills, strong communication, work with computers, and must be organized.

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Candidates must pass a suitability check of prior criminal background and proper tax return completion.

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Tax preparers must be able to solve complex problems.

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Tax preparers need to be detail-oriented and have a good understanding of the various tax forms and laws, both federal and state.

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Step 3: View the best colleges and universities for Tax Preparer.

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