What are the responsibilities and job description for the Experienced Tax Professional position at Keith G. Roy Construction, Inc.?
Job Summary
KGR Tax & Accounting is moving to a larger office in Southwick and is seeking an experienced and detail-oriented Tax Professional to join our team. This role involves preparing complex tax returns and ensuring compliance with applicable laws and standards.
Duties
- Prepare and review individual, corporate, partnership, estate, and trust tax returns with accuracy and compliance.
- Collect and analyze client financial records and documentation
- Enter data into Drake Tax and review for accuracy
- Identify deductions, credits, and ensure compliance with tax laws for clients
- Meet deadlines, manage multiple returns, and maintain confidentiality of client information
- Must complete continuing education requirement and meet all other IRS and applicable state requirements
Experience
- Experience completing complex returns (individual, trust, partnership)
- Experience working in a fast-paced environment
- Experience and skilled in technology (specifically CRM programs, such as Thryv)
- Inspire confidence in our clients with your ability to communicate complex tax situations concisely via phone, email, chat, and face to face
- Experience utilizing effective customer service techniques
- Analytical and problem-solving skills
- Availability to work a minimum of 30 hours a week during peak tax season
- Skill in researching information using various tax and publication tools to understand the client’s need (i.e., IRS Publications/Instructions)
- Experience with Drake Tax software would be ideal but not required
- Experience with tax planning and audit support
Qualifications
- High school diploma / equivalent or higher
- 5 years of experience tax returns
- Would be ideal if you had a Bachelor’s degree in accounting or related field
- CPA or Enrolled Agent certification
- Strong understanding of federal and state tax laws, regulations, and deadlines
- Excellent organizational skills, attention to detail and ability to work independently
- Must be eligible for W-2 employment (not purely contract/freelance)
- Preference given to candidates who can commit for the full tax season
- A self-motivated attitude and ability to manage your own schedule
- Comfort working independently while aligning with firm standards and client quality expectations
- A dedication to accuracy, confidentiality, and high-quality client service
- Willingness to adapt quickly during the busy tax season and collaborate with the team when needed
Please send your Resume to kgrtaxoffice@kgrtax.com or call the office at 413-642-1965
Pay: $20.00 - $30.00 per hour
Expected hours: 30 – 40 per week
Benefits:
- Continuing education credits
Work Location: In person
Salary : $20 - $30