Tax Preparer

BMF Tax & Accounting; Cedar Rapids (IA); On-site; USD 40,000 - 70,000; Full time

Job summary

BMF Tax & Accounting in Cedar Rapids, IA is seeking a Tax Preparer-Accountant Professional to join our team. You will communicate with clients about the tax preparation process, conduct pre-set appointments, and assist with tax filings for 1040, 1065, 1120, 1120S, and 990 returns.

You will perform federal and state tax preparation, analyze financial data, and support management with additional projects. Strong software skills with QuickBooks and Lacerte are preferred.

Qualifications

• Prepare tax returns for individuals and businesses.
• Perform accountant functions and analysis.
• Proficient with QuickBooks and Lacerte software.
• Strong organization and communication skills.
• Able to pass a background check.

Responsibilities

• Preparation of individual (1040) and business returns (1120, 1120S, 1065).
• Answer client calls and respond to tax questions.
• Participate in pre-tax planning appointments and processes.
• Maintain client confidentiality according to procedures.
• Inform clients of changes in tax laws and impact on returns and fees.
• Organize and maintain financial records and spreadsheets.

Skills

Tax preparation

Client communication

Multi-tasking

Organizational skills

Background check clearance

Tools

QuickBooks

Lacerte

MS Office

Job description

Job Description

We are looking for a Tax Preparer-Accountant Professional to join our team!

Our Tax/Accountant Professional will be responsible for communicating with clients about tax preparation process, conducting pre-set appointments assist with tax preparations and filing. Our company handles 1040, 1065, 1120, 1120S, & 990 returns.

Our Tax/Accountant Professional will assist in our day-to-day tax, requirements. Should be able to perform financial analysis, tax preparation for both federal and state, as well as complete other projects for management.

Responsibilities:

• Preparation of individual (Form 1040’s) and business income tax returns (Form 1120, 1120S and 1065)
• Taking incoming calls from clients answering their tax questions
• Participate in pre-tax planning appointments and processes
• Ensure the confidentiality of each client by following all company procedures regarding information handling
• Informing clients of changes in tax laws and impact on their return and fees
• Organize and maintain financial records and spreadsheets

Qualifications:

• Prepare tax returns
• Perform accountant functions
• Proficiency with Quick Books software, Lacerte software as well as MS Office including Word, Excel, Email and Internet
• Strong organizational skills with the ability to handle and perform multiple projects at one time in a fast-paced environment
• Excellent written and verbal communication skills
• Ability to develop trust and a good working relationship with clients
• Ability to successfully pass a background check

Company Description

We are a Tax & Accounting Firm providing, tax preparation services for 1040, 1065, 1120, 1120S, & 990 returns. We build our business by building relationships on client at a time. We provide a holistic approach to tax preparation services, through pre set meetings with clients, tax planning service, accounting services, payroll services, budgeting services as well as financial services.

Company Description

We are a Tax & Accounting Firm providing, tax preparation services for 1040, 1065, 1120, 1120S, & 990 returns. We build our business by building relationships on client at a time. We provide a holistic approach to tax preparation services, through pre set meetings with clients, tax planning service, accounting services, payroll services, budgeting services as well as financial services.