What are the responsibilities and job description for the Experienced Tax Preparer position at Whitnah CPA?
RESPONSIBILITIES:
Tax Preparer with perspective to extend to full time position. Preparing and completing accurate tax-related forms for clients. Prepare folders with printed copies of returns to clients. Provide audit support. Answer phone calls, conduct tax interviews with clients. Support office priorities.
- Review and prepare federal and multi-state tax returns; experience with C-Corps, S-Corp, Partnership
- Research fundamental tax issues
- Conduct tax interviews & prepare tax returns
- Deliver outstanding client service
- Provide audit support
- Assist with business growth, client retention, and marketing support.
- Answer client calls and respond on tax related questions
- Collection and processing of clients’ payments ensuring timely deposits.
- Support office priorities and teamwork.
- Assist in other accounting responsibilities, tasks, and office needs.
- CPA Certified, EA, or the eligibility to work towards obtaining a CPA license
- Experience with Drake
REQUIREMENTS:
- Active PTIN required
- 5 seasons of previous tax experience
- Experience completing individual, Business, &/or partnership tax returns
- Excellent communication and interpersonal skills
- Successful completion of the Tax Knowledge Assessment
- Strong attention to detail and accuracy
- Bachelor’s degree in accounting or related field preferred
- Call Center certification a plus
- Tax planning and audit support experience preferred
- CPA or Enrolled Agent license is a bonus
- Ability to work a flexible schedule
- Excel knowledge
BENEFITS:
- Performance-based bonus
- Flexible schedule
- On-the-job training
- Opportunities for advancement
- Partial work from home upon approval
- Partial work from home upon approval
Job Types: Full-time, Part-time, Temporary
Pay: From $21.00 per hour
Expected hours: 20 – 40 per week
Benefits:
- Flexible schedule
Work Location: Hybrid remote in Roswell, GA 30076
Salary : $21
