Tax Preparer

The Tax Preparer may also interact with clients to clarify questions and data for the preparation of tax returns and projections, maintaining a good working relationship with clients and staff to enhance client satisfaction. The Tax Preparer will work on tax returns ranging from simple to medium complexity and will learn to handle more complex returns through training and mentoring.

Job Summary

The Tax Preparer is an essential position in our company, based in the Big Flats Office. This role focuses on the preparation of tax returns at various levels of complexity. Responsibilities include preparing tax returns, performing tax planning services, and assisting in other functional areas of the Tax Services Department as needed. The Tax Preparer will work on tax returns ranging from simple to medium complexity and will learn to handle more complex returns through training and mentoring. The role involves tax planning, including preparation and review of quarterly tax projections to determine appropriate amounts for quarterly estimates and/or withholdings. The Tax Preparer may also interact with clients to clarify questions and data for the preparation of tax returns and projections, maintaining a good working relationship with clients and staff to enhance client satisfaction.

Job Duties

• Prepare tax returns, with complexity ranging from simple to the most complex depending on experience.
• Engage in tax planning, including preparation and review of quarterly tax projections.
• Prepare other entities' returns, including but not limited to partnerships, trusts, and gift tax returns as assigned.
• Interact with clients to clarify questions and data for tax returns and projections.
• Maintain a good working relationship with clients and staff to enhance client satisfaction.
• Work closely and proactively with clients and Advisors to maximize planning opportunities.
• Respond to federal, state, and local correspondence received on behalf of assigned clients.
• Perform research to properly answer client and Advisor queries concerning taxes.
• Keep current on applicable tax regulations, changes in code, and court rulings. Communicate updates to key staff involved in Tax Planning and Tax Return Preparations.

Required Qualifications

• Excellent academic record, four-year college degree, graduate or advanced degree preferred.
• A minimum of 1-3 years of tax experience.
• Consideration for pending and/or recent graduates with a mixture of academic and internship training; preference given to those from accredited programs preparing graduates for the CPA exam.
• Must be willing and able to complete the requirements to receive the Enrolled Agent (EA) designation.
• Currently an Enrolled Agent (EA) preferred.
• CPA strongly preferred.
• Excellent interpersonal and communication skills.
• Proven track record as a self-starter with high levels of intensity and motivation.
• Demonstrated passion for providing exceptional client service.
• Strong technical skills, experience with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience working with tax-specific applications required.
• Experience with Pro System, BNA Income Tax Planner, Intelli-Connect, and other tax research tools and software.

Equipment, Software, and Materials Used

• Microsoft Office (Word, Excel, PowerPoint)
• Outlook (Email and Scheduling)
• Industry-Specific Information Systems
• Tax-Specific Applications (Pro System, BNA Income Tax Planner, Intelli-Connect)
• Information Databases
• Remote Access Meeting Applications

Big Flats, New York, is known for its beautiful landscapes and small-town charm, providing a great environment for both work and leisure.

Benefits PEAK's benefit offerings available for our associates include medical, dental, vision, Flexible Spending Account (FSA), Dependent Care Savings Account (DCA), and 401K plan.PEAK believes that taking care of our team is essential for success and we are proud to provide benefits that enhance both your well-being and your future. Additionally, our associates may be eligible for Paid Sick Leave as required by Federal, State, or local laws. Equal Opportunity Employer (EEO) PEAK Technical Staffing is committed to creating a diverse and inclusive environment and is proud to be an Equal Opportunity Employer. PEAK does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business need. We encourage all individuals to apply. Americans Disabilities Act (ADA) The physical and mental requirements described in this job description are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.Must be able to perform the essential physical functions of the position, including sitting, standing, walking, stooping, kneeling, andlifting upto 25 pounds, with or without reasonable accommodation. Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/ AI Recruiting Disclosure We use AI-assisted tools to help review applications and compare your experience to job requirements, but all hiring decisions are made by human recruiters. You may request a human-only process or opt out of automated communication at any time. Required notices and our latest bias audit are available on our website: www.peaktechnical.com/ai-disclosure.