Tax Preparer

Job Description

Please Note : This job description is not exhaustive and additional duties may be assigned as needed.

If you are a detail-oriented individual with a strong understanding of tax regulations, we encourage you to apply for this position.

Join our team of dedicated professionals who are committed to providing exceptional tax services to our clients.

Responsibilities :

• Utilize Lacerte tax software to prepare and complete accurate tax returns for individuals and businesses.
• Reconcile statements and other miscellaneous bookkeeping responsibilities for select clients
• Filing sales tax and advising clients on filing PTET returns using the NYS DTF website
• Communicate with clients to gather necessary financial documents and answer any tax-related or bookkeeping questions
• Stay up-to-date on changes in tax laws and regulations
• Maintain client confidentiality and adhere to ethical standards

Requirements

Basic Qualifications :

• High School Diploma
• Strong attention to detail and accuracy in preparing tax returns
• Minimum 3 years of experience preparing individual and business income tax returns
• Knowledge of various tax forms and schedules
• Familiarity with 10-key typing for efficient data entry
• Excellent communication skills to effectively interact with clients
• Ability to work independently and meet deadlines
• Bookkeeping experience is a plus.

Benefits

• Family Friendly Culture
• Life insurance
• 408(k) Retirement
• Paid Time, Holiday, and Sick Time Off
• Bonuses Available

Requirements

The position is a minimum of three full time days or more a week in the office. General requirements : Must be a CPA Expert knowledge of partnership tax, particularly real estate entities Familiarity with the entire CCH platform ( Prosystem / Engagement / Document) Ability to both prepare and review tax returns and financial statements.

10 or more years of recent CPA firm experience. Required Qualifications Bachelor's degree in Accounting, CPA preferred 5+ years of progressive tax experience Strong understanding of tax codes, regulations, and compliance Proven leadership and team management capabilities