CPA / Tax Preparer

Overview
We are seeking a detail-oriented and knowledgeable CPA / Tax Preparer to join our team. The ideal candidate will have a strong understanding of tax regulations and financial concepts, along with experience using financial software. This role is essential in assisting clients with their tax preparation needs, ensuring compliance and accuracy in all filings.

This is an in-office position with possible work from home available at times.

Duties

• Prepare and file federal and state tax returns for individuals and businesses.
• Meet with clients to review tax returns and give tax planning advice.
• Review financial records, including income statements and documentation to determine taxes owed.
• Utilize financial software such as QuickBooks and others to manage client accounts efficiently.
• Conduct thorough research on tax laws and regulations to provide accurate advice to clients.
• Assist clients in understanding their tax obligations and potential deductions.
• Maintain confidentiality of sensitive client information while ensuring compliance with all regulatory requirements.
• Provide excellent customer service by addressing client inquiries and concerns promptly.
• Perform 10 key typing for data entry tasks related to tax documentation.
• Collaborate with team members to ensure timely completion of all tax-related tasks.

Requirements

• Proven experience as a Tax Preparer or similar role in accounting or finance.
• Proficiency in financial software, particularly QuickBooks Online.
• Strong understanding of technical accounting principles and financial concepts.
• Excellent analytical skills with attention to detail for accurate data entry and reporting.
• Ability to work independently as well as part of a team.
• Understand we are facilitators not gatekeepers.
• Strong communication skills for effective interaction with clients.
• Ability to take ownership for work and self.
• Familiarity with sales tax regulations is a plus.
• A commitment to staying updated on current tax laws and market trends.

If you are passionate about helping clients navigate their tax responsibilities while providing exceptional service, we encourage you to apply for this rewarding opportunity as CPA / Tax Preparer.

Job Types: Full-time, Part-time, Seasonal, Temporary, Contract

Pay: $35.00 - $45.00 per hour

Benefits:

• Flexible schedule
• Paid time off
• Retirement plan

Experience:

• Tax Preparation: 4 years (Required)

License/Certification:

• CPA (Preferred)

Ability to Commute:

• Phoenix, AZ 85044 (Required)

Work Location: Hybrid remote in Phoenix, AZ 85044

Salary : $35 - $45