Tax Preparer

Company: Confidential Company
Location: Venice
Posted on: June 19, 2022

Job Description:

Our CPA firm has been serving the Southwest Florida (Sarasota) community for over 60 years. We are seeking an experienced Tax Preparer to join our team! The ideal candidate would have strong experience as a tax preparer, and hold a Florida CPA license or be an Enrolled Agent, and 3 or more years of experience in public accounting firm. Note: When submitting your resume, please include a cover letter with your availability, salary requirements, and 3 business/professional recommendations (1 from a past employer). Details: In this position, the candidate will be preparing personal/business/non-profit/fiduciary tax returns, and performing client write-up. The candidate will need to collaborate and communicate with employees and clients to ensure the accuracy of financial transactions. This position requires interacting and assisting clients and assist in tax planning, consulting, and regulatory tax compliance for complex returns. Confidentiality, excellent organizational skills, and accuracy are important qualifications for this position, as well as good client relations and the ability to communicate clearly. Duties:

• Prepare tax returns for individuals and organizations, research tax questions, offer suggestions for tax planning, and may research tax law for potential tax savings. Prepare federal, state, and local tax returns by collecting, analyzing, and formatting financial information from clients.
• Prepare monthly/quarterly/annual client write-up bookkeeping to prep for tax return preparation.
• Determine tax liability by interpreting tax regulations; computing taxes; completing tax returns.
• Reconcile and prepare special tax reports by collecting and analyzing financial and related information.
• Maintains client confidence and protects operations by keeping tax information confidential.
• Contributes to team effort by accomplishing related tasks as needed. Skills/Qualifications:
  • 3+ Years of tax return preparation for individuals and businesses.
  • Ideal Education: BA in Accounting or MA in Taxation and ideal candidate will have audit fieldwork experience.
  • Working knowledge of tax laws. Strong leadership & personal management skills. Excellent knowledge of Tax Preparation, Accounting, Reporting Skills, Forecasting, Financial Planning and Strategy, Analyzing Information, Research Skills, Legal Compliance, Objectivity, Thoroughness, Results Driven. Group communication working well with others, open to constructive feedback and new processes.
  • Analytical skills and detail oriented, deadline oriented. Work closely with a team of other tax professionals.
  • Experience with Lacerte software and Microsoft word and excel. Availability
    • Weekdays; Monday - Friday; 9am to 5pm
    • Required: Tax Season with increased hours (January - April 15th, and September - October 15th) Compensation and Other:
      • Full-time, 40 hours per week, compensation is commiserated with experience.
      • Competitive benefits package
      • Business Casual Attire, Professional language, Well-Organized, Strong customer service skills.
      • Software: Lacerte Tax, QuickBooks, CCH Practice Management, Microsoft Office.

Keywords: Confidential Company, Palmetto , Tax Preparer, Accounting, Auditing , Venice, Florida