Tax Preparation Specialist

4 days ago


Saint Louis, United States BUCKINGHAM STRATEGIC WEALTH LLC Full time
Job Overview

Buckingham Strategic Wealth LLC seeks a detail-oriented Tax Preparation Specialist to support our tax preparation and filing service. This seasonal role will assist the Integrated Tax Solutions team in processing and filing client tax returns.

Key Responsibilities
  • Tax Document Processing: Accurately process paper and electronic tax documents for use in tax return preparation.
  • Client Return Tracking: Participate in tracking client tax returns and tax documents to ensure timely completion.
  • Document Copying and Collation: Efficiently copy and collate various tax returns, including 1040, 1120, and 1065 forms.
  • Filing System Management: Maintain an organized filing system for both paper and electronic documents.
  • Mailing and Shipping: Ensure timely mailing, FedEx, and Certified Return Receipts of sensitive documents.
Requirements
  • Education: High School Diploma or equivalent required.
  • Technical Skills: Proficiency in Microsoft applications: Word, Excel, Outlook, and Adobe PDF.
  • Experience: Prior accounting duties or experience with tax preparation software preferred.
Essential Skills
  • Interpersonal Skills: Exceptional communication skills to interact with clients and colleagues.
  • Self-Motivation and Organization: Strong organizational skills, self-motivated, and ability to prioritize tasks effectively.
  • Verbal and Written Communication: Excellent verbal and written communication skills to convey complex information.
  • Problem-Solving and Multitasking: Strong problem-solving skills, attention to detail, and ability to multitask efficiently.
Compensation and Benefits

We offer a competitive estimated salary range of $40,000 - $50,000 per year, based on location and experience. The specific compensation package will be discussed during the interview process.



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