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Tax Preparer

2 months ago

Coconut Creek, United States De Novo Review Inc Full time

Financial consulting company helping clients achieve a high-level of fulfillment and financial success for over 30 years is looking for a detail-oriented tax preparer to join their rapidly growing team. Born from a legacy of tax and accountancy, this company embraces a truly multidisciplinary approach to serving the needs of their clients. Their holistic approach provides the opportunity to manage the interconnectivity between the worlds of investing, planning, and taxation in a manner that benefits their valued clientele.

Responsibilities include:

  • Ensuring clients comply with IRS regulations and meet their state and federal tax obligations.
  • Analyzing and minimizing tax liabilities by implementing tax reduction strategies.
  • Reviewing financial records, income statements, and expenditures.
  • Preparing and filing tax returns and work papers for companies, partnerships, and individuals.
  • Consulting with clients, reviewing their tax information, and responding to questions and concerns.
Qualifications:
  • 3+ years of tax preparation experience.
  • Experience using UltraTax preparation software and applications.
  • Good communication skills, both verbal and written.
  • Ability to prioritize and manage time efficiently.
  • Strong analytical and problem-solving skills.
Benefits:
  • Medical insurance
  • Dental insurance
  • 401(k)
  • Pension plan
  • Student loan assistance