Tax Planner & Prep Specialist

Freedmancpa; Plantation (FL); Hybrid; USD 42.000 - 66.000; Vollzeit

Zusammenfassung

Freedmancpa in Plantation, FL is seeking a detail-oriented Tax Preparer to consult with clients, obtain tax information, and prepare returns.

The position reports to a senior tax professional and requires a Bachelor's degree in taxation or accounting; CPA is preferred, with 1+ years of tax preparation experience.

Proficiency with tax software, strong communication, and the ability to manage multiple client engagements will help ensure IRS compliance and minimize liabilities.

Qualifikationen

• Bachelor's degree in taxation or accounting required.
• CPA certification preferred.
• 1+ years of tax preparation experience.
• Experience using tax preparation software.
• Good communication and time-management skills.
• Strong analytical and problem-solving skills.
• Excellent accounting and client service skills.
• Ability to prioritize tasks and meet deadlines.

Aufgaben

• Ensure clients comply with IRS regulations and meet federal/state tax obligations.
• Analyze and minimize tax liabilities using tax reduction strategies.
• Review financial records, income statements, and expenditures.
• Prepare and file tax returns and work papers for companies, partnerships, and individuals.
• Research tax issues and assist with tax audits.
• Consult with clients, review tax information, and respond to questions.
• Advise clients on health benefits, compensation, and accounting systems.
• Maintain accurate, up-to-date client records.

Kenntnisse

Communication skills

Analytical skills

Time management

Customer service

Attention to detail

Tax preparation experience

Ausbildung

Bachelor's degree in taxation or accounting

CPA certification preferred

Tools

Tax preparation software

Jobbeschreibung

Freedmancpa in Plantation, FL is seeking a detail-oriented Tax Preparer to consult with clients, obtain tax information, and prepare returns.

The position reports to a senior tax professional and requires a Bachelor's degree in taxation or accounting; CPA is preferred, with 1+ years of tax preparation experience.

Proficiency with tax software, strong communication, and the ability to manage multiple client engagements will help ensure IRS compliance and minimize liabilities.