Tax Preparer

1 day ago


St Petersburg, Florida, United States SBF Advisors Full time
Job Opportunity

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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