Job Overview
We are seeking a dynamic and detail-oriented Experience Tax Professional to join our team. In this role, you will leverage your extensive tax expertise and accounting background to deliver exceptional tax services to clients. Your energetic approach will help ensure accurate tax reporting, compliance, and strategic advice, all while fostering strong client relationships. This position offers an exciting opportunity to work with a diverse client base, utilize cutting-edge tax software, and contribute to the growth of our firm through excellent customer service and technical proficiency.
Duties
- Prepare and review individual, corporate, partnership, and other tax returns using advanced tax preparation software.
- Ensure compliance with federal, state, and local tax laws by staying current on updates in tax legislation and regulations.
- Conduct detailed analysis of financial data, including bookkeeping records and accounting statements, to accurately report taxable income and deductions.
- Communicate complex tax concepts clearly to clients, providing guidance on tax planning strategies and potential savings opportunities.
- Assist clients with tax documents preparation, including W-2s, 1099s, Schedule K-1s for partnerships, and corporate reports.
- Support client acquisition efforts through marketing initiatives and personalized outreach to expand our client base.
- Collaborate with colleagues on technical accounting issues such as partnership tax expertise, corporate accounting practices, and financial reporting standards.
- Maintain meticulous records of all client interactions, tax filings, and correspondence to ensure audit readiness and compliance.
- Utilize financial software like QuickBooks and Sage for bookkeeping, invoicing, and financial analysis to support accurate tax reporting.
- Provide exceptional customer service by addressing client inquiries promptly and professionally while building long-term relationships.
Experience
- Proven experience in public accounting or a similar role specializing in tax preparation and compliance.
- Extensive knowledge of tax law across various jurisdictions with a focus on individual and corporate taxes.
- Demonstrated expertise in partnership tax procedures, corporate accounting practices, and financial concepts.
- Proficiency in tax reporting software such as TurboTax, Drake Tax, or similar platforms; familiarity with accounting software like QuickBooks and Sage is highly desirable.
- Strong analysis skills with the ability to interpret complex financial data accurately.
- Excellent communication skills for effective client interaction and team collaboration.
- Ability to handle multiple tasks efficiently while maintaining attention to detail in a fast-paced environment.
- Basic math skills coupled with proficiency in 10 key typing for data entry accuracy.
- Prior experience with sales or marketing initiatives that contributed to client growth is a plus.
Join us as an Experience Tax Professional where your expertise will make a real impact! Bring your passion for numbers, your dedication to excellent service, and your enthusiasm for continuous learning — together we’ll help clients achieve their financial goals while advancing your career in a vibrant environment!
Pay: $14.00 - $18.00 per hour
Benefits:
Work Location: In person
