Tax Preparer

Intrua Financial, LLC

  • Fairview Park & Strongsville, Missouri
  • 3 days ago

    Highlights

    We are seeking to add multiple Tax Preparers to work from either our Fairview Park or Strongsville, OH office. Description: Ta-Check Financial is seeking an experienced Tax Preparer to join our team from February – August.

    Numbers & Facts

    LocationFairview Park & Strongsville, Missouri

    Description

    Description:

    Ta-Check Financial is seeking an experienced Tax Preparer to join our team from February – August. In this position you'll play a vital role in helping clients navigate their tax obligations with ease and confidence. 


    As a Tax Preparer, you'll be part of a dynamic environment, providing expert guidance, ensuring compliance, and maximizing tax benefits. If you're detail-oriented and passionate about delivering exceptional client service, we invite you to apply and become a key contributor to our success.


    We are seeking to add multiple Tax Preparers to work from either our Fairview Park or Strongsville, OH office. 


    Job Responsibilities

    • Prepare and review individual and business tax returns.
    • Analyze financial statements and records to determine tax liability.
    • Stay updated on tax laws and regulations to ensure compliance.
    • Advise clients on tax planning and strategies to minimize tax liabilities.
    • Gather and organize client financial information and documents.
    • Identify potential tax credits and deductions to increase client savings.
    • Respond to client inquiries and provide guidance on tax-related issues.
    • Assist with audits, including preparation of audit documents and representation.
    • Maintain confidentiality and protect sensitive client information.
    • Collaborate with team members to resolve complex tax issues.
    • Ensure all tax return submissions are accurate and timely.
    • Use tax software to complete and file tax returns efficiently.
    • Develop and maintain strong client relationships through effective communication.
    • Continuously improve knowledge and skills through training and professional development.


    Requirements:
    • Bachelor's degree in Accounting, Finance, or a related field.
    • Certified Public Accountant (CPA) designation or Enrolled Agent (EA) certification preferred.
    • Minimum of 2 years of experience in tax preparation.
    • Proficient in tax preparation software, similar platforms such as: Lacerte, TurboTax, H&R Block.
    • Strong knowledge of federal and state tax regulations and filing procedures.
    • Excellent mathematical and analytical skills.
    • Detail-oriented with a high degree of accuracy.
    • Ability to handle sensitive and confidential information with discretion.
    • Strong organizational and time-management skills.
    • Excellent communication skills, both written and verbal.
    • Ability to work independently and as part of a team.
    • Proficiency in Microsoft Office Suite, especially Excel.
    • Ability to manage multiple clients and meet deadlines.
    • Familiarity with electronic submission and e-filing systems.
    • Ongoing commitment to professional development and staying updated on tax law changes.






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