Financial​/Tax Preparer

At Tax Forward, our greatest asset is our employees. Working for a widely respected company with a rich tradition, in an atmosphere of enthusiasm, positivity, with a culture grounded in teamwork focused on the future is what can be expected at Bank Forward…It’s Simply the Forward Way!

Health (Traditional and High-Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave, and Employee Stock Ownership!

Full-time, Monday-Friday, 8:00am-5:00pm. Longer hours will apply for tax season from January-April.

• Prepares financial statements for clients.
• Processes routine client data, including monthly, quarterly and annual reporting.
• Completes Payroll and quarterly reports.
• Identifies and resolves payroll errors.
• Prepares clients for tax season by compiling and entering their monthly and year-end financial information into the system.
• Prepares tax returns for individuals, farming clients, partnership and corporate clients.
• Respectfully handles confidential information.
• Complies with applicable banking, insurance, investment, and tax laws and regulations.
• Knowledge, skill, and mental development equivalent to the completion of a college degree in Accounting, Finance, or a related field and three to five years’ experience in tax administration.
• Effectively transfers calls, takes and delivers messages, and answers questions as appropriate.
• Assists various departments with copying and organizing information. Some administrative assistance will be required.
• Assists in the management of department schedules. Schedule and organize activities such as meetings and department/location activities.
• Reviews Tax Return data for accuracy and completeness.
• Communicates Tax Return information to clients.

Equal Opportunity Employer