Tax Preparer (109)

Financial consulting company helping clients achieve a high-level of fulfillment and financial success for over 30 years is looking for a detail-oriented tax preparer to join their rapidly growing team.  Born from a legacy of tax and accountancy, this company embraces a truly multidisciplinary approach to serving the needs of their clients. Their holistic approach provides the opportunity to manage the interconnectivity between the worlds of investing, planning, and taxation in a manner that benefits their valued clientele.

Responsibilities include:

• Ensuring clients comply with IRS regulations and meet their state and federal tax obligations.
• Analyzing and minimizing tax liabilities by implementing tax reduction strategies.
• Reviewing financial records, income statements, and expenditures.
• Preparing and filing tax returns and work papers for companies, partnerships, and individuals.
• Consulting with clients, reviewing their tax information, and responding to questions and concerns.

Qualifications:

• 3+ years of tax preparation experience.
• Experience using UltraTax preparation software and applications.
• Good communication skills, both verbal and written.
• Ability to prioritize and manage time efficiently.
• Strong analytical and problem-solving skills.

Benefits:

• Medical insurance
• Dental insurance
• 401(k)
• Pension plan
• Student loan assistance