Overview
This full-time remote position is for a Tax Preparer responsible for preparing accurate and timely tax filings, ensuring compliance with tax laws, and providing tax planning advice. The role involves reviewing client financial records, preparing financial reports, staying updated on tax regulation changes, and identifying tax-saving opportunities for clients. Collaboration with clients and internal teams to maintain clarity and precision in financial documentation is essential.
Responsibilities
- Prepare accurate and timely tax filings
- Ensure compliance with current tax laws and regulations
- Review client financial records and prepare financial reports
- Stay informed about changes in tax regulations
- Identify opportunities for tax savings for clients
- Collaborate with clients and internal teams to ensure clear and precise financial documentation
Requirements
- Proven expertise in tax preparation and thorough knowledge of tax laws
- Experience in preparing and analyzing financial statements
- Strong background in finance and tax-related fields
- Experience using Proconnect tax preparation software
- Attention to detail, analytical thinking, and strong organizational skills
- Proficiency with tax preparation software and relevant financial tools
- Excellent communication and interpersonal skills for managing client relationships
- Bachelor's degree in Accounting, Finance, or a related field (preferred)
Preferred Qualifications
- CPA or Enrolled Agent certification is a plus