Job Description

Overview

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 tax preparation, with experience using various software. Experience with TaxCycle a bonus. This role offers an opportunity to work in a dynamic environment where precision and analytical skills are essential for assisting clients with their tax filings and financial documentation. The Tax Preparer will play a vital role in ensuring accurate tax returns, compliance with regulations, and providing exceptional service to our clients.

Responsibilities

Prepare and review individual and business tax returns accurately and efficiently Utilize accounting software such as QuickBooks, Xero, Sage, and other bookkeeping tools to gather financial data Conduct analysis of financial statements and identify potential deductions or credits Perform auditing procedures to ensure compliance with tax laws and internal policies Reconcile accounts, including accounts payable, receivable, and bank statements Assist clients with tax planning strategies and provide advice on investment, payroll, budgeting, and other financial services Maintain organized records of all tax documents and client information Stay updated on current tax laws and regulations to ensure compliance Support bookkeeping functions related to account reconciliation, payroll processing, and financial analysis

Qualifications

Proven experience in tax preparation, accounting, or related financial services roles Proficiency with tax preparation software such as TaxCycle, Taxprep or Cantax and relevant tools Strong analysis skills for interpreting financial data and identifying discrepancies or opportunities for savings Knowledge of auditing procedures, account reconciliation, accounts payable, payroll, budgeting, and investment strategies Excellent attention to detail with the ability to manage multiple client files simultaneously Strong organizational skills and the ability to work independently or as part of a team Certification or prior experience in bookkeeping or accounting is preferred but not required Ability to adapt quickly to new software platforms or updates in tax regulations
This position is paid and offers an engaging opportunity for individuals passionate about finance and helping clients optimize their financial health.

Job Type: Seasonal
Contract length: 2 months

Pay: $23.00-$25.00 per hour

Expected hours: No more than 40 per week

Work Location: In person