Overview
We are seeking an Experienced Income Tax Preparer/ Professional to join our growing tax and accounting practice in Naples, FL. The ideal candidate will have strong tax knowledge, excellent client communication skills, and the ability to deliver exceptional tax services to individuals and business owners, including tax preparation and proactive tax planning.
Duties:
- Prepare and review federal and state income tax returns for Individuals , Partnerships, S Corporations, Corporations , Trusts and Estates
- Analyze financial documents, including income statements, balance sheets, and ledger entries, to ensure proper reporting
- Utilize accounting and tax software such as QuickBooks On-line, ProConnect Tax, LaCerte
- Research tax issues and apply current tax laws and regulations
- Conduct client interviews and gather tax-related information. Assist clients with tax planning/ saving strategies and provide proactive tax planning recommendations
- Document supporting client information related to preparation of tax return
- Support marketing efforts by promoting our tax services through client interactions and community engagement
- Collaborate with firm staff to ensure timely completion of tax engagements
Experience
- Proven experience as an Income Tax Preparer of individual and corporate tax returns
- Proficiency in accounting and tax software such as QuickBooks On-line,ProConnect Tax or LaCerte
- Solid understanding of financial concepts and corporate accounting practices
- Ability to communicate complex financial information clearly and effectively to clients of varying backgrounds.
- Experience with tax planning and advisory services
- Experience working with business owners and retirees
- Retired CPAs or Enrolled Agents looking for part-time work are welcome
Pay: $28.00 - $35.00 per hour
Benefits:
Work Location: Remote
