What are the responsibilities and job description for the Experienced Tax Preparer (3+ yrs exp required) position at Harold M Lightman MBA?
Experience Tax Preparer
Looking for Candidates who have been actively preparing tax returns for at least the past 3 years. This is an existing tax preparer position with daily tasks will include but are not limited to:
Primary Duties:
*Be able to Prepare Personal Tax Returns
*Be able to Discuss & Review Tax Returns with Clients
*Be able to research & write correspondence in response to IRS/Govt’ Notices
*Input information into the tax program
*Handle the Electronic Filing of all tax returns, including researching and resolving rejections
*Prepare Spreadsheets for use in Tax Return Preparation
*Contact Tax Clients to go over documents and obtain information
*Enter data accurately and efficiently
*Tax Forecasting for Estimated Tax Payments throughout the year
*Monthly compilation work to include bank reconciliations through financial statements
Qualifications:
> Minimum 2 years Tax Season experience Required
> Prior accounting firm experience Required
> Prior experience of Personal Taxes Required
> Working knowledge with MS Office Required
> Working knowledge of Quick Books Desktop Required
> Working knowledge of Quick Books Online Required
> Working knowledge of Ultra Tax & Accounting CS Helpful
> PTIN not required
> Outstanding telephone & communication skills
> Strong attention to detail
> Ability to multi-task in all areas of the office
> Great organizational skills
> Looking for someone who can work efficiently without constant supervision
> Must have the ability to interact well with a variety of personality types
> Overtime during Tax Season Required
Please provide salary requirements. References will need to be provided at time of interview. References & prior experience will be verified. Candidates may be asked to take a skill assessment test at time of interview. Due to the amount of commitment required for this job, we request applicants live within a reasonable distance from North Palm Beach FL location. We are not interviewing applicants who current live outside our area at this time. Our office also has a small dog that comes to the office on a daily basis. Must be ok with a small dog.
Job Type: Full-time
Pay: $60,000.00 - $75,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Retirement plan
Education:
- Bachelor's (Preferred)
Experience:
- Tax Preparation: 2 years (Required)
Work Location: In person
Salary : $60,000 - $75,000