What are the responsibilities and job description for the Senior Tax Preparer position at Synectics Inc.?
Key Responsibilities
- Prepare and review complex tax returns for individuals (Form 1040), partnerships (Form 1065), S corporations (Form 1120-S), and C corporations (Form 1120).
- Meet directly with clients, primarily small business owners, to gather tax-related information, explain positions, and develop long-term relationships.
- Analyze financial records to ensure accurate tax reporting and full compliance with relevant tax codes.
- Maintain up-to-date knowledge of federal and state tax laws and regulations, particularly those impacting small businesses.
- Collaborate closely with internal accounting and payroll teams to provide integrated client services.
- Lead in-house training sessions on advanced tax strategies and firm procedures in coordination with the CEO.
- Take ownership of workload and provide strong hands-on support to the team, especially during peak tax season.
- Active CPA or EA license (required)
- Minimum 5 years of tax preparation experience, including business and corporate returns
- Bilingual proficiency in English and Spanish (required)
- Proficiency with QuickBooks and professional tax software (Drake preferred)
- Excellent interpersonal and communication skills with strong client-facing abilities
- High attention to detail and solid analytical/problem-solving skills
- Eagerness to grow into a leadership position within the firm
- Strong understanding of tax strategy and ability to identify tax-saving opportunities
- Prior experience serving small business clients or working in a tax/accounting firm
