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Tax Professional

Tax Professional

Marshay taxHorn Lake, MS, United States
15 hours ago
Job type
  • Full-time
Job description

Job Description

Job Description

Key Responsibilities

  • Client Consultation : Meet with clients to gather their financial information, income statements, documentation of expenditures, and other relevant data required for tax preparation.
  • Tax Return Preparation & Filing : Input financial data into tax preparation software, complete all required federal, state, and local tax forms, and submit them to the appropriate tax agencies (e.g., IRS) before deadlines.
  • Maximizing Benefits : Analyze financial situations to identify potential deductions, credits, and tax-saving opportunities to ensure clients receive the maximum benefit permitted by law.
  • Accuracy and Compliance : Review all tax forms for accuracy and completeness, double-checking all calculations to minimize errors and compliance issues.
  • Tax Planning & Advice : Provide clients with information and advice on record-keeping requirements and future tax planning strategies to reduce liabilities.
  • Issue Resolution & Support : Handle communications from clients and tax authorities, and potentially act as a representative for clients in the event of an audit or inquiry.
  • Continuing Education : Stay informed about changes in tax laws and regulations at all government levels to provide accurate and up-to-date service.
  • Record Keeping : Maintain organized, confidential records of all client documents, filed returns, and correspondence.

Required Skills and Qualifications

  • Knowledge : Comprehensive understanding of federal, state, and local tax codes and regulations.
  • Technical Skills : Proficiency with tax preparation software and general accounting software (e.g., MS Excel).
  • Analytical Skills : Strong analytical and mathematical abilities with meticulous attention to detail to ensure accuracy.
  • Communication : Excellent verbal and written communication skills to explain complex tax concepts to clients clearly and concisely.
  • Client Service : Strong customer service skills to build relationships and manage client expectations.
  • Ethics : Adherence to professional ethical standards, maintaining confidentiality of all client data.
  • Experience / Education : An Associate's or Bachelor's degree in Accounting, Finance, or a related field is often preferred, along with prior experience in tax preparation.
  • Certifications : Depending on the location and scope of work, certification / registration (e.g., with the CTEC in California, or as an Enrolled Agent) may be required.
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    Tax Professional • Horn Lake, MS, United States