Tax Preparer

Meridian Summit Corp.; Milwaukee (WI); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

comprehensive health insurance that...

retirement plan with employer matching

paid time off including vacation andS

flexible work schedules

professional development opportunities

wellness programs

Job summary

Meridian Summit Corp. in Milwaukee, WI seeks a Tax Preparer to join our team in a full-time role. You will prepare and file tax returns for individuals and businesses and assist with tax planning in a professional office setting.

You will gather financial data, perform tax research, ensure IRS compliance, and deliver exceptional client service. Strong knowledge of tax laws and proficiency with TurboTax, H&R Block, or QuickBooks is required.

Qualifications

• High school diploma or equivalent.
• 2+ years of experience in tax preparation or a related field.
• Knowledge of tax laws and regulations, including the IRS code.
• Proficiency in tax preparation software, such as TurboTax, H&R Block, or QuickBooks.
• Strong attention to detail and ability to work accurately under pressure.
• Excellent communication and interpersonal skills.
• Ability to meet deadlines and manage multiple tasks simultaneously.
• Strong problem-solving skills and ability to think critically.

Responsibilities

• Prepare and file individual and business tax returns for clients, ensuring accuracy and compliance with IRS regulations
• Assist clients with tax planning strategies to minimize their tax liabilities
• Conduct tax research and stay up-to-date with the latest tax laws and regulations
• Provide excellent customer service to clients, answering their questions and addressing their concerns
• Collaborate with other team members to ensure smooth operation of the tax preparation process
• Maintain and organize client records and tax documentation
• Prepare and submit payroll tax filings for clients, including quarterly and annual filings
• Assist with the preparation of estimated tax payments for clients

Skills

Attention to detail

Communication skills

Interpersonal skills

Tax software proficiency

Education

High school diploma or equivalent

Tools

TurboTax

H&R Block

QuickBooks

Job description

Meridian Summit Corp. seeks a Tax Preparer to join our team in Milwaukee, WI. This full-time position offers a salary range of $55,000 to $79,602. The role involves preparing and filing tax returns for individuals and businesses.

Daily tasks include gathering financial data, preparing tax returns, and ensuring compliance with tax laws. You will also assist clients with tax planning and provide guidance on tax-related matters.

The Tax Preparer will operate within a professional office setting located in Milwaukee, Wisconsin. This environment is characterized by a team of financial services professionals who are committed to delivering exceptional client service. The team members are typically certified or licensed in their respective fields, ensuring that they have the necessary expertise to handle a wide range of financial services needs. They are also trained in the latest tax laws and regulations, allowing them to provide accurate and up-to-date advice to their clients. The office environment is designed to foster a collaborative and supportive atmosphere, where team members can work together to achieve their common goal of providing the best possible service to their clients.

The salary range for this position is $55,000 to $79,602, which is competitive within the industry.

• comprehensive health insurance that covers medical, dental, and vision care
• a retirement plan with employer matching contributions
• paid time off, including vacation days, sick leave, and holidays
• flexible work schedules
• professional development opportunities
• wellness programs

Applicants should have a high school diploma or equivalent. Experience in tax preparation or accounting is preferred. Strong attention to detail and proficiency in tax software are required.

Responsibilities

• Prepare and file individual and business tax returns for clients, ensuring accuracy and compliance with IRS regulations
• Assist clients with tax planning strategies to minimize their tax liabilities
• Conduct tax research and stay up-to-date with the latest tax laws and regulations
• Provide excellent customer service to clients, answering their questions and addressing their concerns
• Collaborate with other team members to ensure smooth operation of the tax preparation process
• Maintain and organize client records and tax documentation
• Prepare and submit payroll tax filings for clients, including quarterly and annual filings
• Assist with the preparation of estimated tax payments for clients

Qualifications

• High school diploma or equivalent
• 2+ years of experience in tax preparation or a related field
• Knowledge of tax laws and regulations, including the IRS code and regulations
• Proficiency in tax preparation software, such as TurboTax, H&R Block, or QuickBooks
• Strong attention to detail and ability to work accurately under pressure
• Excellent communication and interpersonal skills
• Ability to meet deadlines and manage multiple tasks simultaneously
• Strong problem-solving skills and ability to think critically