Tax Preparer

Job Description

Job Description

We are looking for an experienced Tax Preparer to join our team in Warwick, Rhode Island, on a long-term contract basis. This role requires someone with strong organizational skills, attention to detail, and the ability to handle a high volume of client interactions during tax season. You will play an essential role in providing exceptional service to clients while managing administrative and bookkeeping tasks.

Responsibilities :

• Handle client inquiries and schedule appointments through phone calls and face-to-face interactions.
• Assist clients with tax preparation by reviewing and entering information into tax software.
• Perform bookkeeping tasks, including reconciling accounts, categorizing transactions, and updating financial data.
• Utilize software tools such as ProSeries, QuickBooks Online, and Excel to manage client information and records.
• Scan and organize client documents to ensure accurate and timely processing.
• Provide excellent customer service to clients during in-office meetings and drop-off appointments.
• Manage a high volume of tasks and interactions while maintaining professionalism and attention to detail.
• Collaborate with team members to ensure smooth operations and adherence to deadlines.
• Stay updated on tax policies and software changes to enhance service quality.
• Adapt to new systems and tools implemented in the office as needed.
• Proven experience in tax preparation, particularly individual tax returns.
• Proficiency in QuickBooks Online and Microsoft Excel.
• Strong organizational skills with the ability to multitask effectively.
• Excellent interpersonal skills with a warm and approachable demeanor.
• Ability to handle high-volume client interactions professionally.
• Familiarity with tax software such as ProSeries or similar tools.
• Experience managing appointments and schedules efficiently.
• Competence in using multi-line phone systems for client communication.