Senior Tax Preparer

Role Description

This is a full-time on-site role for a Tax Preparer, located in Pleasant Grove, UT. The Tax Preparer will work on preparing and filing accurate tax returns, reviewing financial documents, and interpreting tax laws and regulations to ensure compliance. Additional responsibilities include providing tax advice to clients, identifying tax-saving opportunities, and maintaining up-to-date knowledge of changes in tax codes and financial regulations. Ensuring client confidentiality and fostering strong working relationships with clients are integral to this position.

Qualifications

• Knowledge and experience in Tax Preparation, Tax, and Tax Law
• Proficiency in preparing and analyzing Financial Statements
• Understanding of Finance principles and ability to apply them effectively
• Strong attention to detail and analytical skills
• Effective communication and client service skills
• Bachelor’s degree in Accounting, Finance, or a related field
• Familiarity with tax preparation software and tools
• 3-5 Years of Business Tax Preparation experience
• CPA certification or Enrolled agent is a plus

Duties

• Prepare and review federal and state tax returns for individuals and businesses, ensuring accuracy and compliance with applicable laws.
• Conduct thorough research on tax issues to provide informed recommendations to clients.
• Utilize accounting software and financial software tools, including Quickbooks, to streamline the preparation process.
• Collaborate with clients to gather necessary financial information and documentation.
• Provide guidance on tax planning strategies to minimize liabilities and maximize benefits.
• Stay updated on changes in tax legislation and regulations that may impact clients.
• Train and mentor junior staff members in tax preparation processes and best practices.
• Assist in the development of internal policies and procedures related to tax preparation.

Benefits:

• Flexible schedule
• Flexible spending account
• Paid time off