What are the responsibilities and job description for the Income Tax Preparer position at Taxpert Tax Service?
Company Description Taxpert Tax Service, Inc. is a full-service tax accounting firm that has supported individuals and businesses in Hopewell Junction, NY and surrounding communities for over 30 years. The firm provides year-round bookkeeping services for both individual and corporate clients, comprehensive income tax preparation, and a range of additional accounting services. With a long-standing presence in the community, Taxpert Tax Service focuses on reliable, personalized service and accurate financial guidance. Team members join a stable, client-focused workplace that values professionalism, integrity, and attention to detail.
Role Description The Income Tax Preparer is a full-time, on-site role based in Hopewell Junction, NY. This role is responsible for preparing and filing individual income tax returns, ensuring accuracy and compliance with federal, state, and local tax regulations. Daily tasks include reviewing financial records and source documents, identifying applicable deductions and credits, and communicating with clients to gather missing information and explain tax outcomes. The Income Tax Preparer will maintain organized records & documentation, be willing to learn and become proficient in preparing business tax filings. Collaboration with other team members, adherence to firm procedures, and maintaining confidentiality of client information are essential to success in this position.
Qualifications
- Candidates should possess strong Tax Preparation skills, with credible & quantifiable experience preparing individual returns, prior exposure to or willingness to learn to prepare corporate filings
- Candidates should possess solid knowledge of Tax Law and related regulations to ensure compliance and accurate filings.
- Candidates should possess the ability to work with Financial Statements and Finance concepts to interpret client data correctly.
- Relevant experience in accounting, tax services, or bookkeeping is beneficial.
- Strong attention to detail, analytical skills, and the ability to meet deadlines during peak tax seasons are required.
- Effective written and verbal communication skills and the ability to interact professionally with clients are important.
- Proficiency with tax preparation software like Drake & Quickbooks and basic office applications like excell is preferred.
- An associate’s or bachelor’s degree in Accounting, Finance, or a related field, or equivalent experience, is advantageous; professional certifications (e.g., EA, CPA) are a plus.