Financial Advisor
3 weeks ago
We are seeking a highly skilled Tax Preparer to join our team at Drake & Company. As a Tax Preparer, you will play a critical role in assisting our clients with their tax needs.
About the Position
- The successful candidate will have a strong understanding of tax regulations and financial concepts.
- They will be responsible for analyzing financial documents to ensure compliance with tax laws and regulations.
Responsibilities and Duties
- Preparing and filing federal and state tax returns for individuals and businesses.
- Analyzing financial documents to ensure compliance with tax laws and regulations.
- Providing exceptional customer service to address client inquiries and concerns.
- Maintaining accurate records of transactions and communications with clients.
- Staying up-to-date on changes in tax legislation to provide informed advice.
- Assisting clients with tax planning strategies to optimize their financial outcomes.
- Performing data entry tasks to ensure accurate input of financial information.
Requirements and Qualifications
- Proven experience in tax preparation or public accounting is preferred.
- Strong understanding of technical accounting principles and financial concepts.
- Excellent analytical skills with the ability to interpret complex financial data.
- Proficient in customer service, demonstrating strong communication skills.
- Ability to work independently as well as part of a team.
- Detail-oriented with strong organizational skills to manage multiple client files effectively.
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