What are the responsibilities and job description for the Client Facing Tax Preparer position at Mauriello Enterprises?
Company Description Mauriello Enterprises, Inc. is an accounting firm serving clients across all five boroughs of New York City, with a strong presence in Staten Island. The team focuses on helping individuals and businesses legally minimize their tax burden and retain more of their income. Known for its experienced and attentive staff, the firm provides personalized, client-centered service tailored to diverse financial and tax needs. Mauriello Enterprises emphasizes clear communication, trust, and long-term relationships with clients seeking dependable accounting and tax support.
Role Description The Client Facing Tax Preparer is a full-time, on-site role based in Staten Island, NY. This role involves meeting directly with clients to gather financial information, explain tax-related matters, and provide guidance on documentation and filing requirements. Day-to-day responsibilities include preparing individual and small business tax returns, reviewing financial records, ensuring compliance with current tax laws, and identifying deductions and credits to optimize client outcomes. The Tax Preparer will collaborate with other team members, maintain accurate records, and communicate clearly with clients about filing status, timelines, and any follow-up actions needed. The role requires a high level of professionalism, confidentiality, and the ability to build trusting relationships with a diverse client base.
Qualifications
Role Description The Client Facing Tax Preparer is a full-time, on-site role based in Staten Island, NY. This role involves meeting directly with clients to gather financial information, explain tax-related matters, and provide guidance on documentation and filing requirements. Day-to-day responsibilities include preparing individual and small business tax returns, reviewing financial records, ensuring compliance with current tax laws, and identifying deductions and credits to optimize client outcomes. The Tax Preparer will collaborate with other team members, maintain accurate records, and communicate clearly with clients about filing status, timelines, and any follow-up actions needed. The role requires a high level of professionalism, confidentiality, and the ability to build trusting relationships with a diverse client base.
Qualifications
- Strong tax preparation skills, including experience preparing individual and small business tax returns.
- Knowledge of tax law and regulations, with the ability to interpret and apply current rules accurately.
- Understanding of finance and financial statements to analyze client information and support tax filings.
- Excellent client-facing communication and interpersonal skills, with the ability to explain complex tax concepts in clear terms.
- Attention to detail, strong organizational skills, and the ability to manage multiple client files and deadlines.
- Proficiency with tax preparation software and basic office productivity tools.
- Relevant certification or licensing (such as Enrolled Agent, CPA, or tax preparer registration) preferred.
- Previous experience in an accounting or tax firm environment is beneficial.