Tax Preparer; CPA Firm

Tax Preparer Job Description

We are looking for a detail-oriented tax associate to consult with clients and provide tax preparation services. The tax preparer will report to a senior tax professional. The tax preparer's responsibilities include interacting with clients, obtaining and reviewing tax information, preparing tax returns, and performing tax research projects.

To be successful as a tax preparer you should be able to ensure your clients comply with IRS regulations and work to minimize their tax liabilities.

• Ensuring clients comply with IRS regulations and meet their state and federal tax obligations.
• Analyzing and minimizing tax liabilities by implementing tax reduction strategies.
• Reviewing financial records, income statements, and expenditures.
• Preparing and filing tax returns and work papers for companies, partnerships, and individuals.
• Researching tax issues and assisting with tax audits.
• Consulting with clients, reviewing their tax information, and responding to questions and concerns.
• Advising clients on employee health care benefits, compensation, and accounting systems.
• Maintaining accurate and up-to-date client records.

• Bachelor’s degree in taxation or accounting required.
• CPA certification preferred.
• 2+ years of tax preparation experience.
• Experience using tax preparation software and applications.
• Good communication skills, both verbal and written.
• Ability to prioritize and manage time efficiently.
• Strong analytical and problem‑solving skills.
• Excellent accounting skills.
• Good customer service skills.