Licensed Tax Consultant
4 weeks ago
Key Responsibilities:
- Prepare and file tax returns for individuals, small businesses, and corporations, ensuring compliance with federal, state, and local tax regulations.
- Provide expert advice on tax planning and strategies to individuals, businesses, and organizations.
- Review clients’ financial records, such as income statements, balance sheets, and receipts, to ensure accurate tax filings.
- Educate clients on tax matters, helping them understand their financial and tax obligations.
- Represent clients during IRS or state audits, preparing necessary documentation and defending tax positions.
Qualifications:
- Minimum 2-3 years of experience in tax preparation and advisory.
- Active Licensed Tax Professional designation ( EA,CPA, or equivalent)
- Strong knowledge of federal, state and local tax codes
- Proficient in tax software such as Drake or UtraTax preferred
- Detail-oriented with strong analytical abilities.
- Ability to effectively use the company portal for managing client data, tracking filings, and accessing relevant tax resources and tools.
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