Tax Preparer

Korhorn Financial Group Inc is seeking a 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 (Form 1040 and any state equivalents)
• Prepare Federal and State Income Tax Returns for small businesses (Forms 1120, 1120-S, 1065, Schedule C and any state equivalents)
• Prepare amended Federal and State Income Tax Returns for Individuals and Small Businesses
• Present completed tax returns to clients to confirm accuracy and full client understanding
• Prepare annual 1099's for small business clients to provide to their vendors
• Prepare Personal Property Tax Returns for small business clients with tangible business assets
• 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 by IRS and other taxing authorities
• Work independently or with Client Service Coordinators to respond to client communications and other service requests
• 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 and advise clients on the tax consequences of their financial decisions
• Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities
• Provide client education and advice about income tax related topics
• Review previous tax returns and financial documents to identify missing or incomplete information or documentation
• Review supporting tax documents and information supplied by client to determine accuracy and completeness before finalizing tax returns
• Communicate with clients
• Use the appropriate software (UltraTax CS) to prepare tax returns
• Calculate tax owed or refunds due to client, consult tax law publications for guidance on unusual situations
• Maintain understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
• Maintain understanding and knowledge of tax preparation software (UltraTax CS) and related procedures
• Achieve annual personal goal for tax returns prepared, completed, and collected as set with Department Leader
• Perform other duties as required

Requirements:

• Ability to prioritize tasks and work on multiple assignments in a fast-paced environment
• Proficient in Microsoft Excel, Word, Outlook, and Teams
• Strong written and verbal communication skills
• Above average typing, math, and analytical skills
• Must be well organized with time, resources, physical office space
• Must be intrinsically motivated and able to work individually with little direction
• Must be a team player and able to collaborate with team members and financial professionals from other firms when needed
• Comfortable interacting with clients and team members via telephone, email, video conferencing, or face-to-face
• Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry

Education and Experience:

• CPA (Certified Public Accountant) or EA (Enrolled Agent) designation with PTIN (Preparer Tax Identification Number) required
• Minimum 2 – 3 years tax preparation experience required
• 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