Tax Preparer Jobs

Completely responsible for all tax matters in a section of clients in a dedicated and professional manner, as if you were the owner of the accounting firm. Managing your section is like managing an accounting firm within an accounting firm.

Responsibilities:

• Maintain a log of time spent vs. fees collected
• Assign and coordinate with tax preparers, if applicable
• Handle any correspondence from taxing authorities
• Distribute personal organizers on January 15.
• Make contact in November and December (either through meetings or telephone conferences) with ALL clients to finalize any tax planning
• Distribute business questionnaires prior to the year-ends
• Maintain a control log of production details
• Process the 13th month for each client
• Prepare tax returns, both business and personal, for clients
• Review and distribute final returns to clients
• Handle client tax questions