Seasonal Tax Preparer

Maggi Tax Advisory & Financial Group is a boutique financial planning, tax, and investment advisory firm dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized service, expert advice, and a warm, welcoming environment for our clients. We are seeking a motivated and detail-oriented Tax Preparer to join our team.

• Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
• Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.
• Reviews all supplied financial information for accuracy.
• Uses the Drake software 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 accountant for review.
• Presents approved returns to clients.
• Files tax returns for clients.
• Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.
• Performs other related duties as assigned.

• High School Diploma or Equivalent (Required)
• Proficiency with Microsoft Office Suite, Including Excel (Required)
• Basic Math Skills (Required)
• Proficiency with Quick Books or Other Accounting Software (Required)
• Associate or bachelor’s degree (Preferred)
• Prior Experience 2-3 years minimum working in Tax Preparation Industry (Preferred)
• Tax Preparation Experience 2-to 3 years (Required)
• Knowledge of Tax Laws (Required)
• Clear and Professional Communication (Verbal and Written)
• Strong Interpersonal and Customer Service Skills
• Strong Attention to Detail and Organizational Skills
• Ability to Learn and Adapt to Changes
• Drake software ( Preferred )

• St Pete office or Oldsmar location

• 401(k)
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

• Do you have experience with Drake software?