What are the responsibilities and job description for the Tax Associate position at CPA Tax Advisors LLC?
WE ARE HIRING TAX PROFESSIONALS IN DARIEN, GA!
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- Contractor/Part-time
- Office Based
- Location: Darien, GA
- Minimum experience/Graduating Students/Internship is encouraged to apply for this position!
To provide professional services, including but not limited to tax preparation. For example, tax preparation services shall consist of:
- Informing clients or employers about the tax preparation process
- Collecting relevant financial records, including pay stubs and income statements
- Inputting data from financial records into tax return software or databases
- Using applicable federal, state, and local tax law to determine deductions and how much each client will pay or earn on the return
- Preparing tax returns for individuals, corporations, and trusts, based on experience and training
- Completing and filing (if applicable) tax documents with appropriate agencies, like the IRS, state, and local government entities
- Acting as a representative for clients with applicable agencies as required
- Auditing account details and reconciling bank statements to determine income and expenses
- Building customer relationships to promote and expand the business
- Keeping clients abreast of the status of their tax return
This role may also consist of the following:
- Consulting with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities (as applicable to level, training, and experience)
- Reviewing previous tax returns and financial documents to identify missing or incomplete information or documentation
- Reviewing all supplied financial information for accuracy
- Using the appropriate accounting software or system to prepare tax returns
- Calculating taxes owed or refunds due to clients; consulting tax law publications for guidance on unusual situations
- Submitting tax returns to senior accountant and or CPA for review
- Presenting approved returns to senior accountant and or CPA and or clients
- Maintaining an understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
- Performing other related duties as assigned