Seasonal Tax Preparer & Client Advisory Expert

Larson Financial Group; Strongsville (OH); On-site; USD 42,000 - 54,000; Part time

Job summary

Ta-Check Financial is seeking an experienced Tax Preparer to join our team for the February through August period. You will prepare and review individual and business tax returns, analyze financial statements, and ensure compliance while maximizing client benefits. Work from our Fairview Park or Strongsville office.

This role emphasizes accuracy, client service, and confidentiality. You will use tax software such as Lacerte, TurboTax, and H&R Block, stay updated on tax laws, and collaborate with

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA or EA designation preferred.
• Minimum 2 years of tax preparation experience.
• Proficient with major tax software platforms (Lacerte, TurboTax, H&R Block).

Responsibilities

• Prepare and review individual and business tax returns.
• Analyze financial statements and records to determine tax liability.
• Stay updated on tax laws and regulations to ensure compliance.
• Advise clients on tax planning and strategies to minimize tax liabilities.
• Gather and organize client financial information and documents.
• Identify potential tax credits and deductions to increase client savings.
• Respond to client inquiries and provide guidance on tax-related issues.
• Assist with audits, including preparation of audit documents and representation.
• Maintain confidentiality and protect sensitive client information.
• Collaborate with team members to resolve complex tax issues.
• Ensure all tax return submissions are accurate and timely.
• Use tax software to complete and file tax returns efficiently.
• Develop and maintain strong client relationships through effective communication.
• Continuously improve knowledge and skills through training and professional development.

Skills

Client service

Attention to detail

Time management

Communication skills

Ability to work independently

Education

Bachelor's degree in Accounting, Finance, or related field

2+ years tax preparation experience

CPA designation or Enrolled Agent (EA) preferred

Tools

Lacerte

TurboTax

H&R Block

Job description

Ta-Check Financial is seeking an experienced Tax Preparer to join our team for the February through August period. You will prepare and review individual and business tax returns, analyze financial statements, and ensure compliance while maximizing client benefits. Work from our Fairview Park or Strongsville office.

This role emphasizes accuracy, client service, and confidentiality. You will use tax software such as Lacerte, TurboTax, and H&R Block, stay updated on tax laws, and collaborate with