Tax Professional

24 hours ago


Allentown, Pennsylvania, United States PeopleShare Full time
Tax Preparer Job Summary

We are seeking a skilled Tax Preparer to join our team at PeopleShare. As a Tax Preparer, you will be responsible for guiding clients through the tax preparation process and ensuring accurate and timely filing of tax returns.

Key Responsibilities:
  • Client Guidance: Inform clients on the tax preparation process and provide guidance on tax-related matters.
  • Financial Record Collection: Collect relevant financial records, including pay stubs and income statements, from clients.
  • Tax Return Preparation: Input data from financial records into tax return software or databases and use applicable federal, state, and local tax law to determine deductions and tax liabilities.
  • Tax Document Filing: Complete and file tax documents with the IRS, state, and local government entities.
  • Client Representation: Act as a representative for clients with applicable agencies as required.
  • Business Development: Build customer relationships to promote and expand the business.
Requirements:
  • Experience: 5-7 years of experience in tax preparation, preferably in a corporate, partnership, or 1040 tax environment.
  • Computer Skills: Proficiency in email and documentation software.
  • Professional Certifications: CPA experience is preferred, but not required. Ultra Tax experience is also preferred.
  • Communication Skills: Excellent communication and interpersonal skills.


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