Tax Preparer Specialist

3 weeks ago


South Milwaukee, Wisconsin, United States DBHW Wealth Partners Full time
Job Summary:

The Tax Preparer will prepare tax returns for individuals, companies, or organizations under the guidance of a certified public accountant. The Tax Preparer may also assist accountants with preparation of returns for complex businesses, trusts, and nonprofit organizations.

Responsibilities:
  • Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
  • Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.
  • Reviews all supplied financial information for accuracy.
  • Uses the appropriate accounting software or system to prepare tax returns.
  • Calculates taxes owed or refunds due to client; consults tax law publications for guidance on unusual situations.
  • Submits tax returns to accountant for review.
  • Presents approved returns to clients.
  • Files tax returns for clients.
  • Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.
  • Performs other related duties as assigned.
Requirements:
  • High school diploma or equivalent with some training in bookkeeping and accounting required;
  • Associate's degree or tax preparation training highly preferred - EA is an extreme plus.

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