Seasonal Tax Preparer

Maggi Tax Advisory Group Inc; Florida; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Vision insurance

Life insurance

Health savings account

Job summary

Maggi Tax Advisory & Financial Group in Florida is seeking a motivated Tax Preparer to join our boutique firm. You will consult with clients, review prior returns, and prepare tax documents using Drake software.

The role emphasizes accuracy, knowledge of tax laws, and client service; experience with QuickBooks and Microsoft Office is valued. We offer benefits including health insurance, 401(k), and PTO, and opportunities to grow with a client-focused team.

Qualifications

• High School Diploma or Equivalent is required.
• Proficiency with Microsoft Office Suite, including Excel.
• Basic Math skills are required.
• Proficiency with QuickBooks or other accounting software.
• Associate or bachelor’s degree is preferred.
• 2–3 years minimum in tax preparation is preferred.
• Knowledge of tax laws and accurate record-keeping.
• Clear, professional communication and strong interpersonal skills.
• Ability to learn and adapt to changes; Drake software experience is preferred.

Responsibilities

• Consults with clients to understand financial affairs and tax liabilities.
• Reviews prior tax returns and documents for completeness.
• Reviews information for accuracy and consistency.
• Uses Drake software to prepare tax returns.
• Calculates taxes owed or refunds and references tax law guidance.
• Submits returns to accountant for review and presents to clients.
• Files tax returns for clients and maintains knowledge of tax changes.
• Performs other related duties as assigned.

Skills

Communication

Interpersonal skills

Attention to detail

Adaptability

Tax knowledge

Customer service

Education

High School Diploma or Equivalent

Associate or bachelor's degree

Tools

Drake software

QuickBooks

Microsoft Excel

Microsoft Office Suite

Job description

Maggi Tax Advisory & Financial Group is a boutique financial planning, tax, and investment advisory firm dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized service, expert advice, and a warm, welcoming environment for our clients. We are seeking a motivated and detail-oriented Tax Preparer to join our team.

What You Will Be Doing

• Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
• Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.
• Reviews all supplied financial information for accuracy.
• Uses the Drake software to prepare tax returns.
• Calculates taxes owed or refunds due to client; consults tax law publications for guidance on unusual situations.
• Submits tax returns to accountant for review.
• Presents approved returns to clients.
• Files tax returns for clients.
• Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.
• Performs other related duties as assigned.

What We’re Looking For

• High School Diploma or Equivalent (Required)
• Proficiency with Microsoft Office Suite, Including Excel (Required)
• Basic Math Skills (Required)
• Proficiency with QuickBooks or Other Accounting Software (Required)
• Associate or bachelor’s degree (Preferred)
• Prior Experience 2-3 years minimum working in Tax Preparation Industry (Preferred)
• Tax Preparation Experience 2-to 3 years (Required)
• Knowledge of Tax Laws (Required)
• Clear and Professional Communication (Verbal and Written)
• Strong Interpersonal and Customer Service Skills
• Strong Attention to Detail and Organizational Skills
• Ability to Learn and Adapt to Changes
• Drake software ( Preferred )

Location

• St Pete office or Oldsmar location

Check Us Out!

• 401(k)
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Application Question(s)

• Do you have experience with Drake software?