Tax Preparer
3 weeks ago
Job Title: Tax Preparer
Location: based in Pittsburgh, PA 15220
Salary: From $55,000 a year - Full-time
Job Summary: We are looking for a detail-oriented and skilled Tax Preparer to join our financial services team. The role focuses on preparing and filing 1040 tax returns for individual clients, ensuring compliance with tax laws and regulations. This position requires solid analytical skills and a good understanding of financial concepts, as well as excellent communication abilities to effectively assist clients with their tax-related concerns.
As tax planning and financial planning often overlap, this position involves working closely with our financial planning team to deliver a seamless service to clients who seek both services.
Key Responsibilities:
Prepare and file federal and state tax returns for individual clients.
Review and analyze financial records, focusing on expenditures and tax data to identify possible deductions and credits.
Provide tax-related guidance, helping clients understand their tax obligations.
Stay informed about current tax laws and regulations to ensure full compliance.
Gather and verify the necessary documentation from clients to complete tax returns accurately.
Resolve any discrepancies or issues related to filed tax returns.
Use tax preparation software and accounting tools for efficient processing.
Qualifications:
Proficiency in 10-key typing and data entry (minimum of 5 years).
Strong understanding of financial concepts, including public accounting and corporate accounting principles.
Familiarity with tax preparation software (experience preferred).
Experience in financial sales or technical accounting is a plus.
Excellent analytical skills with a high level of attention to detail.
Strong communication skills to interact with clients and explain complex tax topics clearly.
Ability to work both independently and as part of a team in a dynamic, fast-paced environment.
Maintain confidentiality with sensitive financial information.
License/Certification: Tax Preparer Training (required).
Benefits:
Flexible schedule
Health insurance
Bonus opportunities
Experience:
5 years of 10-key typing (required)
5 years of typing experience (required)
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