SKILLS AND QUALIFICATIONS:

• Experience with both Individual and Corporate Returns
• Bachelor’s degree in accounting or finance.
• Registered Tax Return Preparer Test completed
• Registration with the IRS with a valid PTIN
• In-depth knowledge of applicable tax laws, regulations and deadlines
• Proficient with common tax preparation, word processing and Excel software applications
• Excellent customer service skills, including patience and flexibility
• Minimum of 2 years’ experience
• Great organizations skills, including time management and strategic thinking
• Strong written and verbal communication skills
• Must ensure confidentiality
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DUTIES AND RESPONSIBILITIES:

• Informing clients on the tax preparation process
• Collecting relevant financial records, including W-2 and income statements
• Preparing and submitting tax returns for clients.
• Inputting data from financial records into tax return software or databases
• Utilizing applicable federal, state and local tax law to determine deductions and the amount of each client’s earn on the return
• Completing and filing tax documents with appropriate agencies, IRS, state and local government entities
• Securing repeat business
• Analyzing tax data submitted by the client to maximize the outcome for the client.
• Acting as a representative for clients with applicable agencies as required
• Building customer relationships to promote and expand the business