Job Overview
We are seeking a dynamic and detail-oriented Tax Preparer and Office Manager to join our team. This role combines expert tax preparation with efficient office management, ensuring smooth daily operations while delivering exceptional service to our clients. The ideal candidate will possess strong accounting and finance experience, excellent client communication skills, and a proactive approach to managing multiple responsibilities. Your energy and motivation will drive the success of our firm as you handle tax compliance, prepare complex tax returns, and oversee administrative functions with precision and enthusiasm.
Duties
- Prepare individual, partnership, corporate, and other tax returns using tax preparation software, ensuring accuracy and compliance with tax law.
- Manage all aspects of office operations, including scheduling appointments, maintaining client records, and overseeing administrative tasks.
- Communicate effectively with clients to gather necessary financial documents, explain tax strategies, and answer questions about their filings.
- Stay current on tax law changes, regulations, and best practices related to tax reporting and compliance.
- Utilize accounting software such as QuickBooks, Sage, and other financial tools to support bookkeeping, financial analysis, and reporting activities.
- Assist in client acquisition efforts through marketing initiatives and providing excellent customer service that fosters long-term relationships.
- Support sales efforts by identifying opportunities for financial sales services tailored to client needs.
- Maintain organized records of all tax documents, reports, and correspondence for audit readiness.
- Oversee the collection and analysis of financial data to ensure accurate partnership or corporate tax filings.
- Contribute to the growth of the firm by promoting services related to public accounting, bookkeeping, and technical accounting solutions.
Experience
- Proven experience in tax preparation and compliance (2-5 years).
- Can review source documents independently.
- Comfortable with 1040s, Schedule C, Partnership, and S-Corp returns.
- Willingness to learn our tax resolution workflow.
- Strong background in accounting principles, financial concepts, and the use of Drake tax software.
- Demonstrated expertise in individual tax return preparation as well as partnership and corporate tax filings.
- Familiarity with QuickBooks.
- Excellent analysis skills combined with proficiency in math (including 10 key typing) for accurate data entry and calculations.
- Exceptional customer service skills with a focus on clear client communication and relationship building.
- Prior experience managing office operations or administrative functions within an accounting or financial services environment is advantageous.
- Ability to handle multiple tasks efficiently while maintaining attention to detail in a fast-paced setting.
Join us if you’re passionate about delivering top-tier tax services while managing a vibrant office environment! Your expertise will help clients navigate complex financial landscapes confidently while supporting our firm’s growth through innovative marketing and client engagement strategies.
Pay: $25.00 - $35.00 per hour
Work Location: In person
