Tax Preparer

Summit Hazel; New Orleans (LA); On-site; USD 67,000 - 88,000; Full time

Job summary

Summit Hazel, a financial services company in New Orleans, LA, is seeking a full-time Tax Preparer to prepare and file tax returns for individuals and businesses. The role offers a compensation range of $67,000 to $87,526 per year and requires a bachelor’s degree in accounting, finance, or related field, with CPA or EA designation preferred.

The ideal candidate will review client information, calculate taxes and deductions, and use tax software and spreadsheets to generate accurate returns.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• CPA or EA designation preferred.
• Knowledge of Louisiana tax laws.
• 1 year of tax preparation experience preferred.
• Strong communication and attention to detail.

Responsibilities

• Prepare and file individual and business tax returns.
• Review client information for accuracy and calculate taxes.
• Provide tax planning advice to maximize refunds or minimize liabilities.
• Use tax software and spreadsheets to input data and generate returns.
• Communicate with clients to gather necessary documentation.

Skills

Tax preparation

Client communication

Attention to detail

Education

Bachelor's degree in accounting or finance

High school diploma or equivalent

Tools

Tax software

Spreadsheets

Job description

Summit Hazel, a financial services company in New Orleans, LA, seeks a full-time Tax Preparer to prepare and file tax returns for individuals and businesses. This role offers a attractive compensation range of $67,000 to $87,526 per year, with benefits details not specified.

As a Tax Preparer, you will review client information, calculate taxes and deductions, and prepare tax returns according to current laws. You will also provide tax planning advice to maximize refunds or minimize liabilities.

You will work in a dynamic office environment in New Orleans, collaborating with a team of financial professionals to ensure accurate and efficient tax return preparation. This role involves using specialized tax software and spreadsheets to input client data, calculate deductions and credits, and generate tax returns. You will also need to verify calculations, reconcile discrepancies, and communicate with clients to gather necessary documentation. The workplace is equipped with modern technology, including high-speed internet and dedicated tax preparation software. Requirements include a bachelor's degree in accounting, finance, or a related field, along with relevant certifications such as the Certified Public Accountant (CPA) or Enrolled Agent (EA) designation. Strong communication skills and attention to detail are essential for this position.

The ideal candidate should have a high school diploma or equivalent, at least one year of tax preparation experience, and familiarity with Louisiana tax laws. Strong attention to detail, organizational skills, and excellent communication abilities are essential.

The role requires proficiency in tax laws and regulations, attention to detail, and the ability to communicate effectively with clients and team members. Your compensation will be based on your experience and the role's requirements.

Preparing and filing tax returns, reviewing client information for accuracy, calculating taxes and deductions, assisting clients with tax planning and adviceHigh school diploma or equivalent, at least one year of experience in tax preparation, familiarity with Louisiana tax laws and regulations