What are the responsibilities and job description for the Tax Preparer position at Upscale Nola?
Job Summary
We are seeking a dynamic and detail-oriented Tax Preparer to join our team and help clients navigate the complexities of tax filing with confidence. In this role, you will prepare individual and business tax returns, ensuring accuracy and compliance with current tax laws. Your expertise will empower clients to maximize their refunds and minimize liabilities while providing exceptional customer service. This position offers an exciting opportunity to apply your accounting knowledge, technical skills, and passion for financial solutions in a fast-paced environment dedicated to client success.
Duties
- Prepare accurate and thorough federal, state, and local tax returns for individuals, small businesses, and corporations using various accounting software tools such as QuickBooks, Sage, and other financial software platforms.
- Review financial documents, including income statements, balance sheets, receipts, and expense reports to gather necessary data for tax filings.
- Analyze client financial information to identify potential deductions, credits, and strategies that optimize tax outcomes.
- Maintain up-to-date knowledge of current tax laws, regulations, and deadlines to ensure compliance and avoid penalties.
- Communicate complex tax concepts clearly to clients, explaining filing procedures and answering questions with professionalism and clarity.
- Assist clients with bookkeeping tasks, including data entry using 10 key typing skills and maintaining organized records for audit purposes.
- Support marketing efforts by promoting our tax services through client outreach and referral programs.
- Collaborate with colleagues in public accounting or corporate accounting teams to ensure seamless service delivery.
- Provide exceptional customer service by addressing client inquiries promptly and professionally throughout the tax preparation process.
- Conduct analysis of financial data to identify opportunities for savings or improvements in financial management strategies.
Requirements
- Proven experience in tax preparation with a strong background in accounting or public accounting environments.
- Proficiency in accounting software such as QuickBooks, Sage, or similar platforms; familiarity with financial concepts is essential.
- Demonstrated knowledge of federal and state tax codes, regulations, and compliance standards.
- Strong math skills combined with analysis skills to interpret complex financial information accurately.
- Excellent attention to detail with the ability to perform 10 key typing efficiently under tight deadlines.
- Effective communication skills for explaining technical information clearly to clients of diverse backgrounds.
- Experience in financial sales or marketing is a plus for expanding client relationships.
- Ability to work independently as well as collaboratively within a team environment.
- Technical accounting skills including bookkeeping and understanding of corporate accounting practices are highly desirable.
- Customer service orientation with a proactive approach to client engagement. Join us in delivering expert tax solutions that make a real difference! We’re committed to fostering an energetic workplace where your skills grow alongside your career ambitions—empowering you every step of the way in helping clients achieve their financial goals.
Job Types: Full-time, Part-time, Seasonal, Contract
Pay: $200.00 - $450.00 per day
Benefits:
- Employee assistance program
- Relocation assistance
Work Location: In person
Salary : $200 - $450