Income Tax Specialist

1 week ago


Remote, Oregon, United States Veteran Tax & Accounting Full time
Job Summary

We are seeking a detail-oriented individual to assist clients with accurate preparation and filing of federal, state, and local income tax returns. This role requires a strong knowledge of tax laws, excellent customer service skills, and a commitment to maintaining confidentiality and compliance.

Key Responsibilities
  • Prepare individual and business income tax returns, ensuring accuracy and compliance with federal and state tax regulations.
  • Analyze client financial documents such as income statements, expenses, and other tax-related information.
  • Provide guidance and explanations to clients about tax obligations, deductions, credits, and potential refunds.
  • Identify potential tax-saving opportunities and make recommendations to clients.
  • Maintain up-to-date knowledge of current tax laws and regulations.
  • Ensure timely filing of all returns and manage client expectations regarding deadlines.
  • Handle client inquiries and resolve tax-related issues professionally.
  • Use tax preparation software to complete returns efficiently.
  • Maintain strict confidentiality regarding client information.
Qualifications
  • No experience as an Income Tax Preparer or similar role needed.
  • Ability to learn federal and state tax laws and regulations.
  • Ability to learn tax preparation software (e.g., Drake, Lacerte, ProSeries, etc.).
  • Strong analytical and mathematical skills.
  • Excellent attention to detail and organizational skills.
  • Exceptional customer service and interpersonal skills.
  • Ability to work under tight deadlines during tax season.
  • [Preferred] Certification as a Tax Preparer, EA (Enrolled Agent), or CPA.
Compensation and Benefits
  • $43,000 - $50,000 per year, depending on experience.
  • Competitive bonus structure.
  • Flexible work schedule, especially outside tax season.
  • Friendly and supportive team environment.


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