Tax Professional
4 days ago
About the Role:
Korhorn Financial Group Inc is seeking a highly skilled Tax Preparer to join our team. As a Tax Preparer, you will be responsible for preparing tax returns for individuals, small businesses, and organizations under the guidance of a certified public accountant.
Key Responsibilities:
- Prepare Federal and State Income Tax Returns for Individuals and Small Businesses
- Prepare Amended Federal and State Income Tax Returns for Individuals and Small Businesses
- Present Completed Tax Returns to Clients for Accuracy and Understanding
- Prepare Annual 1099's for Small Business Clients
- Review Tax Returns Prepared by Other Staff Members for Accuracy
- Review Client Tax Notices and Correspondence Audits and Provide Recommended Next Steps
- Assist Clients with Resolving Tax Notices and Correspondence Audits
- Work Independently or with Client Service Coordinators to Respond to Client Communications
- Participate in Weekly Case Class with Other KFG Professionals
- Prepare Tax Projections to Assist Clients and Their Advisors with Tax Planning
- Collaborate with KFG Financial Advisors and Other Professionals to Understand Client's Tax Situation
- Consult with Clients to Develop a Basic Understanding of Their Financial Affairs and Tax Liabilities
- Provide Client Education and Advice on Income Tax Related Topics
- Review Previous Tax Returns and Financial Documents for Missing or Incomplete Information
- Review Supporting Tax Documents and Information Supplied by Client for Accuracy and Completeness
- Communicate with Clients and Team Members via Telephone, Email, Video Conferencing, or Face-to-Face
Requirements:
- Minimum 2-3 Years Tax Preparation Experience
- CPA or EA Designation
- Previous Experience Using Thomson Reuters UltraTax CS (Preferred)
- Previous Experience Using QuickBooks Online and QuickBooks Desktop (Preferred)
Physical Requirements:
- Ability to Sit for Prolonged Periods of Time in Front of a Computer
- Ability to Lift Up to 15lbs
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