Experience Tax Preparer

Job Description

Benefits:

• Bonus based on performance
• Flexible schedule

• Prepare and file federal and state tax returns for individual clients.
• Provide expert advice on tax deductions and credits to maximize client refunds.
• Conduct client interviews to gather necessary financial information.
• Review and verify financial documents for accuracy and compliance.
• Stay updated on tax laws and regulations to provide informed guidance.
• Assist clients with tax planning strategies for future years.
• Maintain confidentiality and security of client information.
• Deliver exceptional customer service to foster long-term client relationships.

• Minimum of 2 years of tax preparation experience preferred.
• Valid CPA, EA, or tax preparer license is a plus.
• Strong knowledge of tax software and tools.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong analytical skills.
• Ability to work in a fast-paced environment and meet deadlines.
• Customer-focused attitude with a commitment to client satisfaction.
• Proficiency in Microsoft Office Suite and online tax platforms.