Tax Preparer

4 weeks ago


Spring, United States The Optimal Financial Group Full time

401k, HEALTH INSURANCE, 2 WEEKS VACATION, PAID TIME OFF

**Summary**

The Tax Preparer performs tax preparation, tax research and tax planning under manager/supervisor supervision; Contacts clients to resolve minor tax matters; Performs tax planning under direct supervision; may be assigned other responsibilities.

**Responsibilities**:

- Accountability_

1. Strong organization and follow-up skills including the ability to handle competing priorities and meet all deadlines and commitments, including working additional hours as required during deadlines.

2. Ability to give and follow instructions accurately and efficiently; proactive in asking clarifying questions to ensure work effort is directed wholly toward desired outcome.

3. Demonstrates understanding of the importance of, and is willing to follow, current OFG procedures; aligns with the OFG vision, mission and core values.
- Client Service_

1. Demonstrated ability to develop good relationships with clients and meet their expectations.

2. Excellent interpersonal skills to handle multiple clients’ needs and requests.
- Communication_

1. Identifies and communicates issues raised, offering recommended solutions relevant to business and risk.

2. Communicates assigned tasks to engagement team in a manner that is clear and concise ensuring high quality, accurate, and efficient results.

3. Demonstrates excellent verbal and written communication skills that are clear, concise, and considerate of the needs of others; demonstrates good or developing negotiation skills.

4. Solid listening skills and ability to identify gaps in logic.

5. Ability to identify sensitive issues and facilitate communications in a proactive manner to avoid surprises.
- Initiative_

1. Ensures adequate focus on personal professional growth relevant to taking on more challenging assignments, in line with standard staff career progression and proactively seeks relevant education and training opportunities.

2. Demonstrates good multi-tasking skills and ability work on multiple projects simultaneously, with mínimal direction.

3. Self-motivated individual who demonstrates enthusiasm for work and position on a consistent-basis.
- Professionalism_

1. Ability to flourish in a fast-paced, complex environment and willing to adapt to change. Demonstrates a willingness and ability to adapt to new circumstances, information and challenges.

2. Ability to handle pressure in a positive professional manner.
- Technical Ability_

1. Displays technical proficiency in tax preparation and assembly of related documentation.

2. Demonstrates a working knowledge of tax law including the ability to perform tax research and to prepare technical memorandums as required.

3. Prepares federal, state and local tax returns.

4. Prepares more difficult quarterly estimated tax and extension payments and corresponding vouchers.

5. Interfaces with taxing authorities and assists with gathering the information for federal, state and local tax audits.

6. Ensures that work papers and tax returns are prepared in accordance with firm standards.

7. Displays the ability to independently identify problem areas early, research technical issues, and proactively resolve issues.

8. Proficient in MS Office Suite including Outlook, Word, Excel, and use of internet resources.

**9. Extensive experience with QuickBooks, CS Suite, and Ultratax.**

**Qualifications**

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience: Generally, a MINIMUM OF 5 YEARS relevant experience as a staff tax accountant or equivalent in the public accounting field.

Education: Bachelor’s Degree in the field of accounting required.

Language Skills: English language proficient with the ability to read, analyze and interpret general business documentation and to write routine business correspondence.

Reasoning Ability: Ability to solve practical problems and to interpret a variety of instructions furnished in written, oral, diagram or schedule form.

Working Conditions: Casual work environment. Overtime work required throughout the year, PTO granted during non deadline periods. Heavy overtime work required from January 15 to April 15 and August 15 to October 15, that may be in excess of 50 hours per week.

Please send your resume, cover letter, and salary requirements.

Pay: $55,000.00 - $65,000.00 per year

**Benefits**:

- Flexible schedule
- Health insurance

Compensation package:

- Bonus opportunities

Experience level:

- 5 years

Weekly day range:

- Monday to Friday

**Experience**:

- QuickBooks: 3 years (required)
- tax preparation: 5 years (required)

License/Certification:

- CPA (preferred)

Work Location: In person



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