What are the responsibilities and job description for the Tax Preparer position at Strategic Tax & Retirement?
Company Description
Strategic Tax & Retirement is a comprehensive financial planning firm dedicated to addressing all your tax and retirement needs. The firm was founded by Greg Nelson, a Rochester, Minnesota native and Certified Financial Planner. Greg developed a proprietary planning software tool called the Retirement Positioning System (RPS), which helps manage financial portfolios by projecting taxes and earnings throughout one's lifetime.
Role Description
This is a full-time, on-site role for a Seasonal Tax Preparer located in Rochester, MN. The Tax Preparer will be responsible for preparing tax returns for both individuals and small businesses, staying updated on tax laws, and providing tax planning advice. Daily tasks include collecting and analyzing financial information, preparing tax documents, and ensuring compliance with all tax regulations.
Qualifications
- Proficiency in Tax Preparation and Tax Law
- Strong understanding of tax regulations and compliance
- Excellent analytical and problem-solving skills
- Detail-oriented with the ability to work independently
- Previous experience in a similar role is a plus
- Enrolled Agent designation or be willing to obtain the designation prior to the tax season
- Associate or Bachelor's degree in Accounting, Finance, or related field a plus