Tax Professional
2 weeks ago
Benefits:
401(k)
401(k) matching
Competitive salary
Health insurance
Benefits/Perks
Careers Advancement Opportunities
Flexible Scheduling
Competitive Compensation
Job Summary
We are seeking a knowledgeable Tax Professional to join our team. In this role, you will prepare clients’ tax filings and advise them on strategies to maximize savings and make sound financial decisions. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of tax laws and best practices in tax preparation.
Responsibilities
Conduct initial meetings with potential clients to discuss the services offered and estimates of cost
Educate clients on the tax submission process
Analyze income statements, previous tax returns, and other financial records to determine taxable income
Provide sound advice to clients on minimizing their tax obligations
File taxes in an accurate and timely manner
Communicate with tax authorities when necessary
Qualifications
Bachelor’s or Master's degree in accounting or a related field
Valid Preparer Tax Identification Number (PTIN)
Previous experience as a Tax Professional
CPA or EA a plus
Knowledge of federal and state tax laws
Skilled in Microsoft Excel and accounting software
Excellent mathematical and analytical skills
Strong verbal and written communication skills
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