Tax Return Preparer

Our client keeps their employees current by supplying cutting edge technology and access to learning opportunities.
They invest in the growth of our team members through regular feedback sessions.
They recharge as a team by celebrating deadlines and gathering at organized firm events.
They applaud the achievement of both career and personal milestones for individual team members on a firm-wide basis.

Job Details:
We are seeking a dynamic and experienced Tax Return Preparer to join our team. This is an exceptional opportunity to bring your tax preparation expertise to a leading finance firm, where you will be responsible for preparing and filing accurate tax returns for a diverse range of clients, including high net worth individuals and corporate entities. As a Tax Return Preparer, you will be an integral part of our team, providing high-level tax services and contributing to the overall success of our organization.

Responsibilities:

• Prepare and file accurate tax returns for individuals and businesses, ensuring compliance with federal, state, and local tax laws and regulations.
• Utilize your knowledge of personal and corporate tax to provide expert tax planning and consultation services to our clients.
• Assist high net worth individuals in understanding and managing their tax liabilities, using your expertise to provide tailored advice and strategies.
• Stay abreast of the latest tax laws and regulations, ensuring our clients receive the most up-to-date and accurate tax advice.
• Work closely with other members of our team to provide comprehensive financial services to our clients.
• Assist with internal audits and tax disputes as needed.
• Maintain complete and accurate records of all tax-related activities.
• Provide exceptional customer service, building strong relationships with our clients and ensuring their needs are met.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• A minimum of 2 years of experience in tax preparation, including experience with personal tax, corporate tax, and high net worth individuals.
• Proficiency in tax software and other financial software.
• Strong understanding of federal, state, and local tax laws and regulations.
• Excellent analytical and problem-solving skills, with the ability to interpret complex financial information and provide clear, concise tax advice.
• Exceptional customer service skills, with the ability to build strong relationships with clients.
• Strong attention to detail, with the ability to prepare and file accurate tax returns.
• Ability to work well as part of a team, contributing to a positive, collaborative work environment.
• Excellent communication skills, both written and verbal.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) certification is preferred.