Tax Professional

2 days ago


New Orleans LA USA, United States Tobias Solutions, LLC Full time
Tax Preparer Job Description

We are seeking a detail-oriented Tax Preparer to join our team at Tobias Solutions, LLC. As a Tax Preparer, you will be responsible for advising clients, analyzing tax data, and filing tax returns. You will ensure confidentiality, provide excellent service, and provide future tax planning to clients.

Key Responsibilities:
  • Meet with clients to discuss tax preparation and provide guidance.
  • Prepare and submit tax returns for clients, ensuring accuracy and completeness.
  • Handle client and tax authority correspondence, providing clear and concise communication.
  • Audit tax forms for completeness and accuracy.
  • Provide future tax planning to clients, maximizing their tax outcome.
  • Secure repeat business and expand the client base.
  • Analyze tax data to identify opportunities for clients.
  • Sign tax returns on behalf of clients.
Requirements:
  • No EFIN required.
  • A valid PTIN is necessary.
  • No experience is required, but computer literacy and strong communication skills are essential.
  • Must ensure confidentiality and maintain high standards of service.
  • Competitive pay and benefits package, including 24/7 tech support and software setup.
  • 4-week training program to ensure success in the role.

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