What are the responsibilities and job description for the Tax Preparer position at Montgomery & Associates, PLLC?
Company Description
Montgomery & Associates, PLLC is a leading firm known for professionalism, responsiveness, and quality. We deliver close personal and professional attention by combining our expertise, experience, and dedicated staff. Providing comprehensive financial services to individuals, businesses, and other entities, our firm has earned respect in the financial community through competence and reliability. Our commitment to continuous professional development ensures we offer insightful advice and high-quality service tailored to our clients' unique needs.
Role Description
This is a on-site role for a Tax Preparer located in Boise, ID. The Tax Preparer will be responsible for preparing and reviewing tax returns, ensuring compliance with tax laws, and analyzing client financial information. Other key tasks include assisting clients with tax planning, preparing financial statements, and providing proactive tax solutions tailored to their needs.
Qualifications
- Strong knowledge of Tax Preparation, Tax Law, and Tax policies
- Experience in preparing and analyzing Financial Statements
- Solid understanding of Finance concepts and applications
- Proficiency in Drake tax software and accounting tools
- Outstanding analytical skills and attention to detail
- Excellent communication and client service abilities
- CPA certification or Enrolled Agent designation is a plus
- Bachelor’s degree in Accounting, Finance, or a related field preferred