Senior Tax Preparer & Planning Specialist

Vertex Central Partners; Mesa (AZ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

Vertex Central Partners in Mesa, AZ seeks a Tax Preparer to prepare and file tax returns for individuals and businesses. This full-time role requires at least one year of tax prep experience and proficiency with tax software (QuickBooks, TurboTax).

You will gather client information, ensure regulatory compliance, and communicate with clients while collaborating with the accounting team to ensure timely filings. Competitive benefits accompany the salary.

Qualifications

• Prepare and file individual and business tax returns for clients.
• At least one year of experience in tax preparation.
• Proficiency in tax software such as QuickBooks or TurboTax.
• Strong communication skills and attention to detail.
• Bachelor's degree in Accounting, Finance, or related field; CPA/EA preferred.

Responsibilities

• Prepare and file tax returns for clients.
• Ensure accuracy and completeness of tax filings.
• Assist clients with tax planning and preparation.
• Maintain up-to-date knowledge of tax laws and regulations.
• Provide excellent customer service to clients.
• Collaborate with the accounting team to ensure smooth operations.
• Stay organized and meet deadlines for tax filings.
• Attend continuing education courses to maintain professional certifications.

Skills

Attention to detail

Communication skills

Ability to work independently

Team collaboration

Education

High school diploma or equivalent

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

CPA or Enrolled Agent certification preferred

Tools

QuickBooks

TurboTax

Job description

Vertex Central Partners in Mesa, AZ seeks a Tax Preparer to prepare and file tax returns for individuals and businesses. This full-time role requires at least one year of tax prep experience and proficiency with tax software (QuickBooks, TurboTax).

You will gather client information, ensure regulatory compliance, and communicate with clients while collaborating with the accounting team to ensure timely filings. Competitive benefits accompany the salary.