Accounting, Consulting, Documentation, Government Regulations, Income Statements, Income Tax, Regulatory Compliance, Resolve Customer Issues, Small Business, Tax Accounting, Tax Credits, Tax Regulations, Tax Returns, Tax Software, Time Management
Job Summary:
Responsible for income tax preparation for individuals and companies. Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Completes tax forms in accordance with policies and in compliance with legislation and regulations.
Primary responsibilities
- Compute taxes owed by following tax code.
- Prepare or review in preparing simple to complex tax returns for individuals or small businesses.
- Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government.
- Uncover potential deductions and credits.
- Advise against potential tax liabilities.
- Ensure clients do not pay unnecessary taxes.
- Review financial records such as income statements and documentation of expenditures.
- Contact clients to get information on deductible expenses, allowances and taxable income and to obtain a understanding of their financial situation.
- Review previous returns for consistency and accuracy.
- Consult using tax law handbooks or Senior Accountant for especially difficult tax returns.
- Resolve customer concerns or complaints.
- Prepare tax returns using software such as Ultra Tax (Thomson Reuter)
- Ensure a copy of the completed return is provided to the customer.
Job Types: Full-time, Part-time, Temporary
Pay: $20.00 - $35.00 per hour
Schedule:
Education:
Experience:
- Tax experience: 3 years (Preferred)
Work Location:
M
Michael J Shaunessy & associates P.S.