What are the responsibilities and job description for the Tax Preparer position at T&M TAX PREPARER AND FINANCIALS?
Overview
We are seeking a detail-oriented and knowledgeable Tax Preparer to join our team. The ideal candidate will possess a strong understanding of tax regulations and financial concepts, along with proficiency in various accounting software. This role requires excellent analytical skills and the ability to provide exceptional customer service while assisting clients with their tax preparation needs. A minimum of 20 clients.must have own client.
Duties
- Prepare and file federal and state tax returns for individuals and businesses, ensuring compliance with all relevant regulations.
- Analyze financial information and documents to determine tax liabilities and identify potential deductions or credits.
- Utilize accounting software such as QuickBooks, Sage, and other financial software to streamline the preparation process.
- Maintain accurate records of client interactions, tax filings, and any correspondence related to tax matters.
- Provide clients with guidance on financial concepts and tax-related inquiries, demonstrating strong customer service skills.
- Collaborate with team members to ensure timely completion of all tax filings and adherence to deadlines.
- Stay updated on changes in tax laws and regulations to provide informed advice to clients.
- Assist in marketing efforts to attract new clients through effective communication of services offered.
Experience
- Previous experience in tax preparation or public accounting is highly preferred.
- Proficiency in accounting software and tools, including QuickBooks and Sage.
- Strong understanding of financial concepts, corporate accounting, bookkeeping, and technical accounting principles.
- Excellent analytical skills with the ability to perform detailed financial analysis.
- Familiarity with financial sales techniques is a plus.
- Strong math skills and proficiency in 10 key typing for efficient data entry.
- Experience in customer service roles that require effective communication and relationship-building skills is beneficial. Join our team as a Tax Preparer where you will play a crucial role in helping individuals and businesses navigate their tax obligations while providing exceptional service!
Job Types: Full-time, Part-time, Seasonal, Contract
Pay: From $50,000.00 per year
Expected hours: No less than 6 per week
Benefits:
- Employee discount
Work Location: In person
Salary : $50,000