What are the responsibilities and job description for the Senior Tax Preparer position at LedgerWay, Inc?
The Senior Tax Preparer is responsible for preparing and reviewing complex tax returns, ensuring compliance with tax laws, and providing guidance to junior staff and clients.
Responsibilities:
- Prepare and file complex federal and state tax returns for individuals and businesses, ensuring compliance with all regulations
- Analyze financial information to determine tax liabilities and identify potential deductions
- Provide guidance on tax planning strategies to clients, helping them minimize their tax liabilities
- Respond to client inquiries regarding tax-related issues, providing excellent customer service throughout the process
- Stay updated on changes in tax laws and regulations to ensure compliance and provide informed advice
- Collaborate with team members to improve processes and enhance client satisfaction
Qualifications
- Strong knowledge of financial concepts and public accounting principles
- Proficiency in accounting software, including QuickBooks and Lacerte
- Experience in tax preparation with a solid understanding of corporate accounting practices
- Excellent analytical skills with the ability to interpret complex financial data
- Strong math skills for accurate calculations and data analysis
- Exceptional customer service skills, with a focus on building client relationships
- Familiarity with bookkeeping practices is advantageous
- Minimum of five years tax experience
- EA or CPA preferred but not required