Tax Preparer

Peak Cedar; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

Peak Cedar, a financial services firm in Dallas, TX, seeks a Tax Preparer for a full-time role. You will prepare and file individual and business tax returns, review documents, and help clients understand their tax obligations.

Strong attention to detail and communication skills are essential. The position involves collaborating with a team in a professional office, using tax software and accounting tools, to ensure accurate filings and timely delivery.

Qualifications

• High school diploma or equivalent required.
• At least two years of tax preparation experience.
• Proficiency in tax preparation software required.

Responsibilities

• Prepare and file individual and business tax returns (federal, state, local).
• Review tax documents for accuracy and completeness.
• Assist clients with tax planning to minimize liabilities.

Skills

Attention to detail

Communication skills

Deadline management

Team collaboration

Education

High school diploma

Bachelor's degree in Accounting/Finance

Tools

Tax preparation software

Accounting software

Job description

Peak Cedar, a financial services firm, seeks a Tax Preparer in Dallas, TX. This full-time role involves preparing and filing individual and business tax returns.

Daily tasks include reviewing client information, calculating taxes, and ensuring compliance with IRS regulations. You'll also assist clients in understanding their tax obligations and preparing necessary documentation.

You'll collaborate with a team of tax professionals in a professional office environment, working closely with colleagues to analyze financial data, prepare tax returns, and provide advice to clients. You'll use specialized software and tools such as tax preparation software, accounting systems, and financial analysis tools to complete your tasks efficiently. The office is equipped with modern technology, including high-speed internet, ergonomic furniture, and comfortable workspaces designed to enhance productivity. The city offers a vibrant culture and numerous amenities, including restaurants, parks, and cultural attractions, providing a well-rounded lifestyle. The role requires a strong attention to detail, excellent communication skills, and the ability to meet tight deadlines. You'll also need to stay up-to-date with the latest tax laws and regulations to provide accurate and compliant advice to clients.

Compensation includes a base salary of $50,000 to $70,000 per year, plus performance bonuses. Benefits cover health insurance, retirement plans, and paid time off.

Requirements include a high school diploma or equivalent, at least two years of tax preparation experience, and proficiency in tax software. Familiarity with IRS regulations and accounting principles is a plus.

• Prepare and file individual and business tax returns, including but not limited to federal, state, and local tax forms.
• Review tax documents and records to ensure accuracy and completeness.
• Assist clients with tax planning and preparation to minimize their tax liabilities.
• Bachelor's degree in Accounting, Finance, or a related field.
• Previous experience in tax preparation or accounting is preferred.
• Proficiency in tax preparation software and strong attention to detail.
• Excellent communication and interpersonal skills to interact with clients and team members.