Seeking an experienced tax preparer for a fast-paced practice. The ideal candidate will have their CTEC and PTIN, Block Trained is also ok, EA is a plus. Needs to be detail-oriented, organized, tech-savvy, comfortable working directly with clients and confidential financial information. Familiar with individual (1040) tax returns, schedules, tax credits and business tax returns (1065, 1120, and 1120-S), P & L statements and balance sheets.
Duties: Will be assisting with preparing and reviewing Individual and business tax returns, maintain electronic and paper client files, monitor deadlines for extensions and filings. Review and address IRS notices as needed. Responding to client e-mails and phone calls in a timely manner.
Qualifications: Prior experience in a tax office, experience with tax software -Lacerte a plus and comfortable with Microsoft Office. Must be punctual, have excellent written and verbal communication skills, ability to prioritize, meet deadlines and stay calm during peak season.