What are the responsibilities and job description for the Tax Preparer position at THE TAX CUTTERY®️?
Company Description
THE TAX CUTTERY® is a nationally recognized Tax & Wealth Advisory firm specializing in strategic tax planning, annual compliance, IRS defense, and tax resolution services for individuals, business owners, and high-net-worth families. Led by Paul D. Diaz, EA, MBA, the firm employs a tax-first approach to integrate tax strategy, retirement planning, investments, and entity structuring into comprehensive financial solutions. Renowned for its expertise in tax controversy and IRS defense, THE TAX CUTTERY® provides virtual tax and wealth services to clients nationwide, helping them move from financial uncertainty to stability. With a commitment to reducing taxes and preventing future IRS challenges, the firm anchors its services in deep technical expertise and a client-centric mission.
Role Description
This is a full-time, on-site Tax Preparer role located in Longwood, FL. The Tax Preparer will be responsible for preparing individual and business tax returns, reviewing financial documents, ensuring compliance with tax regulations, and analyzing financial statements. Additional responsibilities include conducting tax planning, assisting with tax filings, and staying updated on changes in tax laws. Collaboration and assisting clients in navigating their tax requirements will also be essential.
Qualifications
THE TAX CUTTERY® is a nationally recognized Tax & Wealth Advisory firm specializing in strategic tax planning, annual compliance, IRS defense, and tax resolution services for individuals, business owners, and high-net-worth families. Led by Paul D. Diaz, EA, MBA, the firm employs a tax-first approach to integrate tax strategy, retirement planning, investments, and entity structuring into comprehensive financial solutions. Renowned for its expertise in tax controversy and IRS defense, THE TAX CUTTERY® provides virtual tax and wealth services to clients nationwide, helping them move from financial uncertainty to stability. With a commitment to reducing taxes and preventing future IRS challenges, the firm anchors its services in deep technical expertise and a client-centric mission.
Role Description
This is a full-time, on-site Tax Preparer role located in Longwood, FL. The Tax Preparer will be responsible for preparing individual and business tax returns, reviewing financial documents, ensuring compliance with tax regulations, and analyzing financial statements. Additional responsibilities include conducting tax planning, assisting with tax filings, and staying updated on changes in tax laws. Collaboration and assisting clients in navigating their tax requirements will also be essential.
Qualifications
- Proficiency in Tax Preparation and Tax Law, with a solid understanding of tax codes and regulations
- Experience with reviewing and preparing Financial Statements, and applying top-notch analytical skills
- Knowledge of finance-related concepts and their application in practical tax and wealth management contexts
- Strong problem-solving skills, effective communication, and attention to detail
- Proficient in using tax preparation software and other relevant financial tools
- Bachelor’s degree in Accounting, Finance, or related field; CPA or EA certification is a strong advantage
- Ability to work effectively on-site and maintain confidentiality in line with professional standards
- Experience in tax controversy or IRS representation is a plus