What are the responsibilities and job description for the Tax Preparer position at Driven Advisors?
Driven Advisors is a top-tier financial advisory firm focused on transforming the way in which companies and their teams see numbers, driving opportunities for change and growth. Our work is defined by a relentless passion to solve your most complex business problems.
Primary Objectives:
The Tax Preparer must have proven experience in income tax return preparation and client support. Tax preparers should ensure confidentiality, provide excellent service to promote repeat business, and provide future tax planning to clients. The Tax Preparer will be able to work independently with minimal supervision, while managing multiple deadlines.
Essential Functions:
· Prepare personal, corporate, partnership, estate/trust, and other income tax returns.
· Analyze client-provided financial documents and supporting records to ensure completeness and accuracy.
· Compile, organize, and summarize financial data for appropriate tax return schedules.
· Communicate with clients to gather necessary documentation and clarify tax-related matters.
· Maintain detailed and well-documented work papers to support tax return filings.
· Ensure compliance with federal and state tax laws and regulatory requirements.
· Meet strict filing deadlines and manage workload efficiently during high-volume periods.
Education:
· High School diploma or equivalent (preferred).
· Minimum two (2) years of experience working with Quickbooks.
· Minimum two (2) years of experience working with Bookkeeping
· Minimum two (2) years of experience working with Tax Returns
· Demonstrates expert knowledge of firm policies, accounting standards & regulations.
· Possesses exemplary analytical skills, time-management, and problem-solving skills
· You must know how to operate tax software (experience in Drake is preferred), as well as Microsoft Word, Excel, and other standard business software products. Possesses excellent verbal, written, communication and collaboration skills
We are an Equal Opportunity Employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All employment decisions are based on qualifications, merit, and business needs.