What are the responsibilities and job description for the Tax advisor position at Trustcore Services?
We are currently seeking a Certified Tax Preparer with an active certification to join our team. This individual will be responsible for preparing tax returns, assisting clients, and representing the company and clients before the IRS, ensuring full compliance with current tax regulations.
Responsibilities
- Collect tax information and documentation from clients.
- Prepare federal and state tax returns.
- Review income, expenses, deductions, and tax credits.
- Ensure compliance with current tax laws and regulations.
- File tax returns in a timely and accurate manner.
- Correct errors and prepare amended tax returns when necessary.
- Maintain strict confidentiality of client information.
- Answer basic client questions regarding their tax returns.
- Represent the company and clients before the IRS when required.
- Assist clients with IRS payment plans when applicable.
Technical Requirements
- Experience preparing U.S. federal tax returns (IRS).
- Basic accounting knowledge and understanding of accounting principles.
- Experience recording and tracking income and expenses.
- Experience with state tax returns (depending on the state: Florida, California, Texas, etc.).
- Experience using tax preparation software such as:
- TurboTax
- Drake Tax
- ProSeries
- TaxAct
- Lacerte (or similar programs)
- Knowledge of tax regulations, professional ethics, and data privacy standards.
- Familiarity with IRS forms including: 1040, W-2, 1099, Schedule C, and Schedule SE.
- Experience working with ITIN and Social Security Numbers, as applicable.
Required Certification (Active – One of the following):
- Enrolled Agent (EA)
- CPA (Certified Public Accountant)
Additional certifications such as AFSP or CTP are valued but do not replace the required certifications.
What We Offer
- Opportunities for professional growth.
- A collaborative and professional work environment.
- Competitive compensation based on experience and certification.
Position Type: Full-time
Work Location: On-site
Language Requirement:
This role requires bilingual proficiency in English and Spanish, as you will be working with clients and internal teams in both the United States and Colombia.
nathalia.olaya@trustcore-services.com