Tax Preparer
Succentrix Business Advisors
Drake Tax Software Knowledge Is A Must***
Are you passionate about tax preparation, possess a keen eye for detail and can work with a high level of accuracy? Succentrix Business Advisors, a fast growing and reputable tax and accounting firm in Sarasota, Bradenton and Lakewood Ranch, FL, is seeking a skilled and dedicated Tax Preparer to join our team. If you are a proactive individual with a strong background in tax preparation and a commitment to delivering exceptional service to our clients, we want to hear from you!
Initially this work will be on an ad-hoc basis as when required, but will be full time in tax season.
Responsibilities:
- Prepare and review federal, state, and local tax returns for individuals and businesses, ensuring accuracy and compliance with relevant tax laws and regulations.
- Conduct thorough interviews with clients to gather necessary financial and tax-related information.
- Issue, and manage the return of Client engagement letters and Tax questionnaires
- Assist clients in maximizing tax deductions and credits while minimizing tax liabilities.
- Research and stay updated on changes in tax laws and regulations to ensure accurate and up-to-date tax preparation.
- Provide exceptional customer service by addressing client inquiries and concerns regarding their tax matters.
- Collaborate with the team to improve tax preparation processes and maintain a high level of efficiency.
- Maintain client confidentiality and safeguard sensitive information.
- Completing follow-up work with the IRS on behalf of the client
Qualifications:
- Bachelor's degree in accounting, finance, or a related field (preferred).
- 5 years proven experience working as a tax preparer.
- 3 to 5 years experience in the use of Drake Tax Software is essential and a pre-requisite to securing the position
- In-depth knowledge of federal, state, and local tax regulations and filing procedures.
- Proficient in tax preparation using Drake Tax Software and tools.
- Proficient in filing returns electronically
- Strong analytical and problem-solving skills.
- Excellent attention to detail and accuracy.
- Effective communication and interpersonal skills.
- Ability to manage multiple priorities and meet deadlines.
Benefits:
- Hourly rate: $18.00 per hour.
- Ongoing professional development opportunities.
- Collaborative and supportive work environment.
If you are a dedicated tax professional looking to make a significant impact and grow your career in a thriving company, we encourage you to apply. Please submit your resume, cover letter, and any relevant certifications. We thank all applicants for their interest, but only those selected for an interview will be contacted.
Succentrix Business Advisors is an equal opportunity employer and welcomes applicants from diverse backgrounds.