Tax Preparer

Garcia & Carlson Cpa Pa; Naples (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Vision insurance

Careers Advancement Opportunities

Flexible Scheduling

Competitive Compensation

Job summary

Garcia & Carlson Cpa Pa is seeking a detail-oriented and proactive Tax Preparer to join our dynamic team in Naples, Florida. This position involves preparing accurate tax returns for diverse clients while ensuring compliance with tax regulations.

As a Tax Preparer, you will analyze financial statements to identify potential deductions and provide year-round client support. Strong communication skills and experience in accounting software like QuickBooks are essential. Competitive compensation and benefits are offered.

Qualifications

• Previous experience as a Tax Professional.
• Knowledge of federal and state tax laws.
• Skilled in Microsoft Excel and accounting software.
• Excellent mathematical and analytical skills.
• Strong verbal and written communication skills.

Responsibilities

• Prepare federal, state, and local tax returns for diverse clients.
• Conduct thorough reviews of financial documents for accurate filings.
• Analyze financial statements to identify potential deductions.
• Reconcile accounts using accounting software.
• Prepare detailed reports aligned with GAAP.
• Communicate with clients regarding tax-related questions.
• Maintain confidentiality of sensitive financial information.
• Assist with tax planning as needed.

Skills

Knowledge of federal and state tax laws

Skilled in Microsoft Excel

Excellent mathematical skills

Strong verbal communication skills

Strong written communication skills

Analytical skills

Tools

QuickBooks

SPBinder

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Vision insurance
• Benefits/Perks
• Careers Advancement Opportunities
• Flexible Scheduling
• Competitive Compensation

Job Summary

We are seeking a detail-oriented and proactive Tax Preparer to join our dynamic team. In this role, you will be responsible for preparing accurate and compliant tax returns for individuals and businesses. This position offers an exciting opportunity to apply your tax experience and accounting skills in a fast-paced environment that values precision, integrity, and client service.

Responsibilities

• Prepare federal, state, and local tax returns for diverse clients, ensuring compliance with current tax laws and regulations.
• Conduct thorough reviews of financial documents, including income statements, balance sheets, and general ledger entries to gather necessary data for accurate filings.
• Analyze financial statements and reports to identify potential deductions, credits, and tax-saving opportunities.
• Reconcile accounts such as accounts payable, receivable, and bank statements using accounting software like QuickBooks, SPBinder.
• Support regulatory reporting requirements by preparing detailed reports aligned with GAAP (Generally Accepted Accounting Principles).
• Communicate with clients regarding missing information or tax-related questions.
• Maintain confidentiality of sensitive financial information.
• Assist with tax planning and year-round client support as needed.

Qualifications

• Previous experience as a Tax Professional.
• Knowledge of federal and state tax laws.
• Skilled in Microsoft Excel and accounting software.
• Excellent mathematical and analytical skills.
• Strong verbal and written communication skills.