Tax Preparer
1 day ago
SBF Advisors is seeking a highly skilled Tax Preparer to join our team. As a key member of our client service efforts, you will play a crucial role in handling administrative duties and ensuring accurate preparation and review of individual tax returns.
Responsibilities:
- Prepare and file federal and state individual tax returns (1040s)
- Review tax returns prepared by other staff members to ensure accuracy and completeness
- Analyze financial records, income statements, and other relevant documents to ensure correct tax filings
- Identify potential tax deductions, credits, and liabilities to optimize client tax outcomes
- Communicate with clients to gather necessary information and provide updates on tax return status
- Provide tax planning and advisory services to clients to help them achieve their financial goals
- Stay up-to-date with changes in tax laws and regulations to ensure compliance
- Maintain confidentiality and security of client information
- Collaborate effectively with our offshore team
Requirements:
- 3-5 years of individual tax preparation experience
- Bachelor's degree in Accounting, Finance, or a related field
- CPA certification or Enrolled Agent (EA) designation preferred
- Strong knowledge of federal and state tax codes and regulations related to individual tax returns
- Proficiency in tax software. CCH Axcess preferred
- Excellent attention to detail and organizational skills
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
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