Financial Professional

1 week ago


Fenton, Michigan, United States 4SQUARE TAX & ACCOUNTING INC Full time

We are seeking a highly skilled Financial Professional to join our team at 4Square Tax & Accounting. As a tax preparer and bookkeeper, you will be responsible for preparing personal and small business tax returns.

Responsibilities:
  • Prepare tax returns for individuals and small businesses, including W2's and 1099's.
  • Conduct thorough interviews with clients to gather information on taxable income and deductible expenses.
  • Utilize tax research skills to apply the law ethically and minimize client taxes.
  • Enter data accurately and efficiently into tax forms, following instructions and tax tables.
  • Furnish taxpayers with essential information and advice to ensure correct form completion.
  • Verify totals and detect errors in arithmetic, data entry, or procedures.
  • Consult tax law handbooks and bulletins to determine procedures for preparation of atypical returns.
  • Answer questions and provide future tax planning to clients.
  • Review financial records, such as income statements and documentation of expenditures, to determine necessary forms.
  • Explain federal and state tax laws to individuals and companies.
Bookkeeping/Accounting Responsibilities:
  • Provide monthly bookkeeping services to small business clients.
  • Assist clients with oversight and help those who perform their own bookkeeping.
  • Prepare payroll and sales tax returns.

As a Financial Professional, you will work closely with our team to deliver exceptional accounting services and tax preparation to individuals, small locally owned businesses, and small corporations. Our company is dedicated to providing personalized attention to each client, and we believe that every individual deserves tailored support.

The estimated salary for this position is $45,000 - $60,000 per year, depending on experience and qualifications. We offer a dynamic work environment, opportunities for growth and development, and a competitive benefits package.


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