Tax Preparer/Bookkeeper

Job Overview
We are seeking a detail-oriented and knowledgeable Tax Preparer/Bookkeeper to join our team. The ideal candidate will have a strong background in accounting and tax preparation, with the ability to analyze financial data and provide exceptional customer service. As a Tax Preparer, you will be responsible for preparing tax returns for individuals and businesses, ensuring compliance with all relevant regulations while providing insightful financial advice.

Responsibilities

• Prepare and file accurate tax returns for individuals and businesses, ensuring compliance with federal, state, and local regulations.
• Analyze financial data to identify potential deductions and credits, maximizing client benefits.
• Utilize accounting software such as QuickBooks and Sage to maintain accurate records and streamline the tax preparation process.
• Provide guidance on financial concepts and tax strategies to clients, enhancing their understanding of tax implications.
• Assist clients with bookkeeping tasks and corporate accounting needs as required.
• Maintain up-to-date knowledge of tax laws and regulations to ensure compliance and provide informed advice.
• Foster strong relationships with clients through excellent customer service, addressing inquiries and concerns promptly.
• Collaborate with team members on complex tax issues, leveraging technical accounting skills for effective problem-solving.

Requirements

• Proven experience in tax preparation or public accounting is essential.
• Strong understanding of financial concepts, accounting principles, and tax regulations.
• Proficiency in accounting software (QuickBooks, Sage) and financial software tools is highly desirable.
• Excellent analytical skills with the ability to interpret complex financial data effectively.
• Strong math skills, including proficiency in 10 key typing for efficient data entry.
• Previous experience in financial sales or marketing is a plus, enhancing client engagement capabilities.
• Exceptional customer service skills with a focus on building lasting client relationships.
• Ability to work independently as well as collaboratively within a team environment. Join our dedicated team of professionals where your expertise will make a significant impact on our clients' financial success!