Tax Preparer

Aspen National; Colorado Springs (CO); Remote; USD 75,000 - 108,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with employer matching

Tuition reimbursement

Mentorship programs

Industry conferences & workshops

Flexible work schedule

Remote work options

Job summary

Aspen National in Colorado Springs, CO is seeking a Tax Preparer to join our finance team. The role focuses on preparing and filing individual and business tax returns, ensuring compliance with federal, state, and local tax laws.

A supportive environment offers professional growth and client-focused service. Requirements include at least 1 year of tax preparation experience, a high school diploma or equivalent, and proficiency with TurboTax or H&R Block.

Qualifications

• High school diploma or equivalent; at least 1 year of tax preparation experience.
• Proficient with tax software such as TurboTax or H&R Block.
• Strong attention to detail and ability to meet deadlines.
• Excellent communication and client-service skills.

Responsibilities

• Prepare and file individual and business tax returns accurately and on time.
• Assist clients in understanding tax obligations and maximizing benefits.
• Collaborate with the accounting team for timely financial reporting.
• Maintain detailed records of tax-related activities and communications.

Skills

Tax preparation

Client communication

Detail oriented

Education

High School Diploma or equivalent

Tools

TurboTax

H&R Block

QuickBooks

Job description

Aspen National, a leading financial services company, seeks a Tax Preparer for its team in Colorado Springs, CO. This full-time position involves preparing and filing tax returns for individuals and businesses, ensuring compliance with federal, state, and local tax laws.

Daily tasks include reviewing client information, calculating taxes, preparing tax returns, and assisting clients with tax planning. You'll also verify calculations, ensure accuracy, and maintain confidentiality of client data.

The Tax Preparer will work in a professional office environment with a team of financial experts. Colorado Springs, CO offers a vibrant community and excellent quality of life.

The salary range for this role is $75,000 to $108,417, which is competitive within the industry. Benefits include comprehensive health insurance that covers medical, dental, and vision care, as well as a retirement plan with employer matching contributions. Professional development opportunities are also provided, such as tuition reimbursement for courses related to the role, mentorship programs, and access to industry conferences and workshops. Additionally, the role offers a flexible work schedule and remote work options, allowing for a healthy work-life balance.

Requirements for this position include a high school diploma or equivalent, at least one year of hands-on tax preparation experience, proficiency in using tax preparation software such as TurboTax or H&R Block, and a strong attention to detail to ensure accuracy in tax filings. Candidates should be able to handle multiple tax forms and schedules, and have a thorough understanding of tax laws and regulations. Strong organizational skills are also essential to manage time effectively and meet deadlines. Additionally, excellent communication skills are necessary to interact with clients and provide clear explanations of their tax situations.

• Prepare and file individual and business tax returns accurately and on time, ensuring compliance with all applicable laws and regulations.
• Assist clients in understanding their tax obligations and maximizing their tax benefits.
• Collaborate with the accounting team to ensure accurate and timely financial reporting.
• Maintain detailed records of all tax-related activities and communications with clients.
• Stay up-to-date with changes in tax laws and regulations, and provide clients with the most current information and advice.
• A degree in accounting, finance, or a related field, or equivalent experience.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) certification is a plus.
• Proven experience in tax preparation, preferably in a similar role.
• Strong attention to detail and excellent organizational skills.
• Proficiency in tax preparation software, such as TurboTax, H&R Block, or QuickBooks.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Ability to work independently and as part of a team in a fast-paced environment.