Tax Professional
4 weeks ago
We are seeking a skilled Tax Preparer to join our team at Dynamic Office & Accounting Solutions. As a Tax Preparer, you will be responsible for preparing and filing a wide range of tax documents while providing top-tier service to our diverse clientele.
Key Responsibilities:- Tax Preparation & Filing: Prepare and file federal, state, and local tax documents, including individual and business returns, extensions, and quarterly payments.
- Client Support: Communicate directly with clients to resolve outstanding financial issues and provide ongoing bookkeeping services.
- General Ledger & Reconciliation: Review general ledger accounts, perform bank reconciliations, and ensure records are up-to-date for tax filings.
- Payroll & 1099 Preparation: Oversee payroll setup through third-party platforms and facilitate 1099 form preparation, including TIN matching and reviewing team submissions.
- Tax Extensions: Prepare tax extensions as needed, assess client financials to determine liabilities, and communicate payment obligations before deadlines.
- Special Projects: Analyze financial data for special projects and support the tax team with year-end activities.
- Compliance & Documentation: Ensure compliance with federal, state, and local tax requirements while maintaining accurate and timely business documentation.
- Certified Public Accountant (CPA) License required.
- 5+ years of experience in preparing individual and business tax forms.
- Strong knowledge of U.S. federal, state, and local reporting requirements for individual and business tax filings.
- Proficiency in MS Office and Excel; experience with Lacerte, UltraTax, or Drake Software is a plus.
- Bachelor's Degree in Accounting or Finance required.
- Ability to thrive in an independent work environment.
- Comprehensive Health, Dental, and Vision Insurance to support your well-being.
- 401(k) with Company Match to help secure your financial future.
- Generous paid time off to relax and recharge.
- Continuing education and training opportunities to foster your professional growth.
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