Tax Preparer - Associate Level

Benefits include:

• A company you can personally and professionally grow with.
• HRA Plan
• 8 paid holidays
• 1 PTO day per month
• Simple IRA after 1 year of employment

• Self-starter able to work effectively with minimal supervision
• Ability to prioritize in a deadline driven environment
• Excellent data entry skills with high degree of accuracy
• 3 or more years of relevant tax experience
• Efficient Multitaskers that enjoy a fast-paced environment
• Contribute to team effort by accomplishing related results as needed.
• Provide superior customer service excellence to small business clients
• Proficient at researching issues and problem solving
• Outstanding attention to detail and thoroughness
• Excellent verbal and written communication skills

Software Requirements

• Experience with Thomson Reuters UltraTax CS software preferred
• Proficiency with MS Office Suite required
• Experience with QuickBooks Desktop and QuickBooks Online software programs

Preferred Expertise/ Responsibilities:

• Individual Tax Preparation
• Responding to Federal & State Notices
• Tax Related Research
• Prepare adjusting entries
• Tax Planning
• Corporate & Partnership Tax Preparation (C & S Corp)
• Multi-state Tax Preparation

Job Duties:

• Provide support on ad-hoc requests and related special projects, as required.
• Prepare work paper detail to summarize data and prepare for tax preparation.
• Prepare and/or review monthly financial reporting packages for clients.
• Maintain and comply with all work standards reducing risk exposure for the firm.
• Respond to client inquiries, Internal Revenue Service and state and local tax authority notices.
• Identify and organize client documentation. Coordinate with clients or internal staff to obtain missing information.
• Review accuracy of tax returns and identify and communicate potential tax savings strategies to management.
• Prepare Federal and State Corporate, Partnership, Trust and Individual income tax returns.
• Maintain client fixed asset listing in fixed asset software program.
• Prepare and post adjusting journal entries in QuickBooks as needed to organize the tax file for preparation