Tax Preparer

Larson Financial Group; Fairview Park (PA); On-site; USD 55,000 - 75,000; Full time

Job summary

Ta-Check Financial is seeking an experienced Tax Preparer for February–August to help clients navigate their tax obligations with ease and confidence. You will work from our Fairview Park or Strongsville, OH office, handling both individual and business tax returns with a focus on accuracy and client service.

Requirements include a Bachelor's degree in Accounting/Finance, 2+ years of tax prep experience, and proficiency with Lacerte, TurboTax or H&R Block.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• CPA or EA designation preferred.
• Minimum 2 years of tax preparation experience.
• Proficient with tax software (Lacerte, TurboTax, H&R Block).
• Knowledge of federal and state tax regulations.

Responsibilities

• Prepare and review individual and business tax returns.
• Analyze financial statements to determine tax liability.
• Stay updated on tax laws to ensure compliance.
• Advise clients on tax planning to minimize liabilities.
• Gather and organize client financial information.
• Respond to client inquiries and provide guidance on tax issues.
• Maintain confidentiality of client information.
• Use tax software to file returns accurately and timely.

Skills

Analytical skills

Detail-oriented

Communication skills

Independent work

Education

Bachelor's degree in Accounting/Finance

CPA designation or EA certification

Tools

Lacerte

TurboTax

H&R Block

Job description

Description

Ta-Check Financial is seeking an experienced Tax Preparer to join our team from February – August. In this position you'll play a vital role in helping clients navigate their tax obligations with ease and confidence. As a Tax Preparer, you'll be part of a dynamic environment, providing expert guidance, ensuring compliance, and maximizing tax benefits.

We are seeking to add multiple Tax Preparers to work from either our Fairview Park or Strongsville, OH office.

Job Responsibilities

• Prepare and review individual and business tax returns.
• Analyze financial statements and records to determine tax liability.
• Stay updated on tax laws and regulations to ensure compliance.
• Advise clients on tax planning and strategies to minimize tax liabilities.
• Gather and organize client financial information and documents.
• Identify potential tax credits and deductions to increase client savings.
• Respond to client inquiries and provide guidance on tax-related issues.
• Assist with audits, including preparation of audit documents and representation.
• Maintain confidentiality and protect sensitive client information.
• Collaborate with team members to resolve complex tax issues.
• Ensure all tax return submissions are accurate and timely.
• Use tax software to complete and file tax returns efficiently.
• Develop and maintain strong client relationships through effective communication.
• Continuously improve knowledge and skills through training and professional development.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• Certified Public Accountant (CPA) designation or Enrolled Agent (EA) certification preferred.
• Minimum of 2 years of experience in tax preparation.
• Proficient in tax preparation software, similar platforms such as: Lacerte, TurboTax, H&R Block.
• Strong knowledge of federal and state tax regulations and filing procedures.
• Excellent mathematical and analytical skills.
• Detail-oriented with a high degree of accuracy.
• Ability to handle sensitive and confidential information with discretion.
• Strong organizational and time-management skills.
• Excellent communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite, especially Excel.
• Ability to manage multiple clients and meet deadlines.
• Familiarity with electronic submission and e-filing systems.
• Ongoing commitment to professional development and staying updated on tax law changes.