Tax Professional

3 weeks ago


York, Pennsylvania, United States RKL Full time
Job Title: Seasonal Tax Preparer

The Tax Preparer will collaborate closely with RKL's Tax Managers to assist with the tax preparations of RKL's client base. This role requires a high level of organization, attention to detail, and excellent communication skills.

Key Responsibilities:
  • Organize and maintain accurate tax documentation in the firm's system.
  • Conduct tax interviews with clients to determine the best course of action.
  • Provide IRS audit support as needed.
  • Mentor and support Interns and Associates.
  • Guide Tax Interns in the scanning and preparation of tax returns.
  • Maintain accurate time and expense records for proper billing of clients.
People Management and Relationships:
  • Take initiative to be a team player and proactively seek opportunities to help others.
  • Treat everyone with respect and develop loyalty and trust within the team.
  • Successfully adapt to different personalities and working styles.
  • Proactively and effectively communicate information regarding status issues to team members.
  • Hold self-accountable for assigned work and seek continuous feedback to learn and develop in the role.
Required Skills:
  • Excellent organization skills and strong attention to detail.
  • Multitasker with the ability to prioritize work accordingly.
  • Excellent verbal and written communication skills with a strong client service focus.
  • Strong analytical and interpersonal skills.
  • Ability to work autonomously under the pressure of tight deadlines and multiple priorities.
Education, Experience, and Certifications:
  • High school degree or GED required; Bachelor's degree in Accounting or a related field is a plus.
  • Enrolled Agent Licensure (CPA designation is not required).
  • A valid PTIN is required.
  • Prior public accounting experience is preferred.
  • Previous experience preparing 1040's and other tax forms.
Essential Functions:
  • Ability to remain in a stationary position as needed.
  • Occasional movement within the office and at client offices to access file cabinets, office machinery, etc.
  • Constantly operates a computer and other office productivity machinery.
  • Ability to communicate in a professional manner and exchange information with internal and external actors as needed.
  • Ability to lift/carry up to 20 pounds.
  • Ability to work outside of normal business hours and weekends as needed.
  • Ability to travel to local and non-local clients as needed, with occasional overnight travel.

Salary Range: $20.00 - $30.00


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