Financial consulting company helping clients achieve a high-level of fulfillment and financial success for over 30 years is looking for a detail-oriented tax preparer to join their rapidly growing team. Born from a legacy of tax and accountancy, this company embraces a truly multidisciplinary approach to serving the needs of their clients. Their holistic approach provides the opportunity to manage the interconnectivity between the worlds of investing, planning, and taxation in a manner that benefits their valued clientele.
Responsibilities include:
- Ensuring clients comply with IRS regulations and meet their state and federal tax obligations.
- Analyzing and minimizing tax liabilities by implementing tax reduction strategies.
- Reviewing financial records, income statements, and expenditures.
- Preparing and filing tax returns and work papers for companies, partnerships, and individuals.
- Consulting with clients, reviewing their tax information, and responding to questions and concerns.
Qualifications:
- 3+ years of tax preparation experience.
- Experience using UltraTax preparation software and applications.
- Good communication skills, both verbal and written.
- Ability to prioritize and manage time efficiently.
- Strong analytical and problem-solving skills.
Benefits:
- Medical insurance
- Dental insurance
- 401(k)
- Pension plan
- Student loan assistance