About this role
Summary: Responsible for assisting individuals and companies prepare and file their tax returns appropriately while following legal guidelines. Essential Duties and Responsibilities: · Prepare, complete and file tax returns for individuals and companies. · Prepare tax forms and documents. · Monitor and respond to tax authority communications. · Offer advice and suggestions on reducing costs and improving profits. · Assist clients with tax audits and other needs. · Identify any taxes owed or to be received. · Eliminate, minimize, or defer tax payments using proper regulations. · Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities. · Analyses previous tax returns and financial documents to identify missing or incomplete information or documentation. · Analyses all supplied financial information for accuracy. · Uses the appropriate accounting software or system to prepare tax returns. · Calculates taxes owed or refunds due to client, consults tax law publications for guidance on unusual situations. · Submits tax returns to senior staff for review. · Presents approved returns to clients. · Files tax returns for clients. · Maintains understanding and knowledge of changes in tax law and regulations by reading professional literature or attending tax seminars and training courses. · Performs other duties as assigned. Minimum Qualifications: · Excellent interpersonal, oral, and written communication skills. · Detail oriented & ability to multi-task. · Strong accounting, analytical and organizational skills. · Extremely proficient with Microsoft Office Suite or similar software with the ability to learn new or updated software. Education and Experience: · Bachelor’s degree in Accounting or related field, required. · 1 years’ experience in public accounting tax experience, preferred. · Experience preparing individual tax return, preferred. Physical/Mental/Visual Demands and Work Environment: · This job is conducted in an office work environment, sitting most of the time, working on a computer. · Must be able to exert up to 20 lbs. of force occasionally. · Some travel may be required. Work Schedule: · Typically, Monday through Friday, 8am-5pm. · Additional hours are required during peak season.