Senior Tax Preparer
11 hours ago
Senior Tax Preparer
We are seeking a knowledgeable and detail-oriented Tax Preparer who is committed to ensuring compliance with tax regulations while maximizing deductions and savings opportunities for our diverse clientele.
Primary Responsibilities include, but are not limited to:
- Prepare and review federal, state, and local tax returns for individuals and businesses.
- Collaborate with clients and colleagues to obtain necessary tax information and documents.
- Work with clients from diverse backgrounds, understanding their unique tax situations and needs.
- Collect and analyze financial data, ensuring accuracy and completeness for tax reporting.
- Conduct tax research and planning.
- Ensure compliance with complex tax laws and regulations, adhering to all applicable tax requirements.
- Respond to client inquiries and offer guidance on tax-related matters.
- Assist in identifying tax-saving opportunities and recommend strategies to minimize clients’ tax liabilities.
- Provide professional advice to clients on potential deductions, credits, educational grants, allowances and other savings opportunities.
- Inform clients of important paperwork and documentation needed to complete tax forms properly.
- Meet with clients and address their questions and concerns regarding tax forms and paperwork.
- Stay current with changes in tax laws and regulations, proactively sharing updates with the team and applying new knowledge to client cases.
- Review completed tax returns with clients, explaining results, addressing discrepancies, and providing insights on any tax liabilities where required.
- Assist in representing clients during tax audits or inquiries, preparing necessary documentation and communicating with tax authorities on their behalf.
- Maintain accurate and organized tax files and documentation to ensure efficient future reference and audit support.
- Uphold ethical and professional standards, maintaining the highest level of client confidentiality and integrity when handling client information.
- Electronically file tax returns or submit paper returns as required, ensuring all deadlines are
Skills and Qualifications:
- Bachelor’s degree in accounting or related field preferred; CPA certification is a plus.
- Minimum of three (3) years of recent tax preparation experience at a public accounting firm with a strong background in accounting or bookkeeping.
- Strong understanding of complex federal, state, and local tax laws and regulation with experience completing forms: 1040, 1040NR, 1065, 1120 and 1120s as well as filing FBARs and W-7 applications.
- Proficiency required with Texas Margin Tax Preparation.
- Expertise in tax preparation software and familiarity with e-filing procedures.
- Strong analytical skills and problem-solving skills with a proactive approach to addressing tax-related issues and attention to detail in financial calculations and tax document preparation.
- Demonstrated ability to work independently and manage multiple tasks efficiently, prioritizing workload to meet daily responsibilities and strict deadlines, particularly under pressure during tax season.
- Excellent verbal and written communication skills for effective client and colleague interactions, with a strong commitment to upholding client confidentiality through strict adherence to all company policies and information handling procedures.
- Knowledge of international tax principles is a plus.
- Bilingual proficiency in English and Spanish preferred.
Benefits
- Competitive salary, based on qualifications.
- Retirement plan.
- Paid time off.
- Professional development opportunities.
Work Environment
- Office-based with a collaborative atmosphere.
- Extended hours may be required during tax season and when nearing tax deadlines.
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