Tax Preparer

Client Consultation:
Conduct thorough interviews with clients to gather necessary financial information and documentation for tax preparation.

Tax Planning:
Provide valuable insights and recommendations to clients regarding tax-saving strategies and opportunities for future tax planning.

Data Analysis:
Analyze financial data to ensure accurate and complete tax returns, while identifying potential deductions and credits.

Compliance:
Stay up-to-date on tax laws and regulations to ensure compliance with federal, state, and local tax requirements.

Communication:
Clearly communicate tax-related information to clients and address any inquiries or concerns they may have.

Problem Resolution:
Resolve tax-related issues and discrepancies, collaborating with clients and government agencies when necessary.

Documentation:
Maintain organized and detailed records of client information, ensuring confidentiality and security.

Certifications:

IRS PTIN and Maryland registered tax preparer

Experience:

Proven experience as a Tax Preparer or in a similar role, with a strong understanding of tax codes and regulations.

Software Proficiency:
Familiarity with tax preparation software and a strong aptitude for learning new technologies.

Communication

Skills:

Excellent interpersonal and communication skills to effectively interact with clients and team members.

Attention to Detail:
High level of accuracy and attention to detail to ensure error-free tax filings.

Time Management:
Ability to manage multiple tasks and deadlines efficiently.