Tax Preparer

Job description

Tax Preparer

We are seeking a detail-oriented and experienced Tax Preparer to join our team. In this role, you will be responsible for advising clients on tax matters, analyzing financial information, preparing and filing accurate tax returns, and ensuring compliance with all federal, state, and local tax regulations. You will also assist clients with strategic tax planning and deliver exceptional service that encourages repeat business and client growth.

Key Responsibilities:

Conduct initial consultations and gather necessary client documentation

Advise clients on the tax preparation process, deductions, credits, and liabilities

Prepare and file accurate individual and business tax returns in a timely manner

Analyze financial and tax data to optimize client outcomes

Audit all forms and ensure completeness, accuracy, and compliance with current tax laws

Respond to inquiries and correspondence from clients and tax authorities

Provide proactive tax planning strategies for future years

Maintain confidentiality and security of sensitive financial information

Build long-term client relationships and support business development through excellent service

Sign tax returns on behalf of clients when authorized

Qualifications & Requirements:

Bachelor's degree in Accounting, Finance, or related field

Active PTIN and completion of the Registered Tax Return Preparer Test (or equivalent certification)

Minimum of 5 years of professional tax preparation experience

In-depth knowledge of federal, state, and local tax regulations

Proficient in tax preparation software and Microsoft Office Suite

Strong analytical, organizational, and communication skills (oral and written)

Commitment to maintaining client confidentiality and integrity

CPA or Enrolled Agent (EA) designation is a plus

Worksite address

mechanicsville, VA, 23116, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.