Seasonal Tax Preparer - Maximize Deductions & Compliance

Larson Financial Group; Fairview Park (PA); On-site; USD 55,000 - 75,000; Full time

Job summary

Ta-Check Financial is seeking an experienced Tax Preparer for February–August to help clients navigate their tax obligations with ease and confidence. You will work from our Fairview Park or Strongsville, OH office, handling both individual and business tax returns with a focus on accuracy and client service.

Requirements include a Bachelor's degree in Accounting/Finance, 2+ years of tax prep experience, and proficiency with Lacerte, TurboTax or H&R Block.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• CPA or EA designation preferred.
• Minimum 2 years of tax preparation experience.
• Proficient with tax software (Lacerte, TurboTax, H&R Block).
• Knowledge of federal and state tax regulations.

Responsibilities

• Prepare and review individual and business tax returns.
• Analyze financial statements to determine tax liability.
• Stay updated on tax laws to ensure compliance.
• Advise clients on tax planning to minimize liabilities.
• Gather and organize client financial information.
• Respond to client inquiries and provide guidance on tax issues.
• Maintain confidentiality of client information.
• Use tax software to file returns accurately and timely.

Skills

Analytical skills

Detail-oriented

Communication skills

Independent work

Education

Bachelor's degree in Accounting/Finance

CPA designation or EA certification

Tools

Lacerte

TurboTax

H&R Block

Job description

Ta-Check Financial is seeking an experienced Tax Preparer for February–August to help clients navigate their tax obligations with ease and confidence. You will work from our Fairview Park or Strongsville, OH office, handling both individual and business tax returns with a focus on accuracy and client service.

Requirements include a Bachelor's degree in Accounting/Finance, 2+ years of tax prep experience, and proficiency with Lacerte, TurboTax or H&R Block.