What are the responsibilities and job description for the Tax Preparer/EA position at Protouch Staffing?
Job Roles And Responsibilities
- Develop and prepare client tax returns accurately and in a timely manner
- Prepare tax estimates and identify opportunities for tax savings
- Build and maintain strong client relationships
- Collaborate with financial advisors and tax team members to provide comprehensive tax planning services
- Work with financial and legal partners to deliver holistic tax solutions
- Maintain a consistent and efficient tax return preparation process
- Provide a high level of client service and support
- Assist clients with complex tax situations and planning needs
- EA (Enrolled Agent) certification required
- Experience preparing individual tax returns
- Strong communication, organizational, and multitasking skills
- Strong attention to detail and accuracy
- Experience with CRM platforms and scheduling tools such as Outlook and Calendly preferred
- Ability to work effectively in a client-facing environment
- Ability to travel occasionally to satellite office locations
- 401(k) matching
- Health insurance
- Dental insurance
- Vision insurance
- Paid time off
Salary : $80,000 - $100,000