We are seeking a detail-oriented and knowledgeable Tax Preparer to join our financial services team. The ideal candidate will have a strong background in accounting and tax preparation, with the ability to analyze financial data and provide accurate tax filings for individuals and businesses. This role requires proficiency in various accounting software and a commitment to delivering exceptional service to our clients.
Responsibilities
Prepare and file federal, state, and local tax returns for individuals and businesses
Review financial records, including income statements and documentation of expenditures
Conduct thorough analysis of financial data to ensure compliance with tax regulations
Assist clients with tax planning strategies to minimize liabilities
Maintain up-to-date knowledge of tax laws and regulations
Provide support during audits by preparing necessary documentation and explanations
Collaborate with clients to gather required information for accurate tax preparation
Utilize accounting software such as QuickBooks, Sage, Xero, and others for efficient processing
Perform account reconciliation and manage accounts payable as needed
Assist in budgeting and payroll processes when required
Skills
Proficient in accounting software including QuickBooks, Sage, Xero, and other relevant tools
Strong analysis skills with the ability to interpret complex financial data
Knowledge of auditing principles and practices
Experience in financial services with a focus on taxation
Familiarity with bookkeeping practices and principles
Ability to manage accounts payable efficiently
Competence in investment strategies related to tax implications
Excellent organizational skills with attention to detail
Join our team as a Tax Preparer where your expertise will contribute significantly to our clients' financial well-being while fostering your professional growth in the field of accounting.