Income Tax Specialist
1 week ago
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.
- 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.
- $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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