Tax Preparer

RG&T Solutions; Palm Springs (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

RG&T Solutions is seeking an experienced Tax Professional to perform client-focused tax preparation for individuals and small businesses in Palm Springs, CA. The role involves conducting in-depth client interviews, reviewing tax documents, and filing federal and state returns using professional software.

The position requires strong tax knowledge, analytical skills, and excellent client service and communication abilities.

Qualifications

• In-depth client interviews to gather financial information.
• Review and analyze tax documents to prepare federal and state returns.
• Prepare and e-file returns using professional tax software.
• Identify credits, deductions, and tax-saving opportunities.
• Explain complex tax concepts clearly to clients.
• Support clients with notices, audits, and related inquiries.

Responsibilities

• Conduct in-depth client interviews to gather and validate financial information.
• Review and analyze tax documents to prepare complete and accurate federal and state returns.
• Prepare and e-file returns using professional tax software.
• Identify applicable credits, deductions, and tax-saving opportunities.
• Ensure IRS and state compliance and adherence to filing requirements.
• Explain complex tax concepts clearly to clients.
• Support clients with notices, audits, and related tax inquiries.

Skills

Tax knowledge

Analytical skills

Client service

Communication

Teamwork

Attention to detail

Learning mindset

Tools

Tax software

E-filing tools

Job description

Experienced Tax Professional responsible for accurate, client-focused tax preparation for individuals and small businesses.

Key Duties

• Conduct in-depth client interviews to gather and validate financial information.
• Review and analyze tax documents to prepare complete and accurate federal and state returns.
• Prepare and e-file returns using professional tax software.
• Identify applicable credits, deductions, and tax-saving opportunities.
• Ensure IRS and state compliance and adherence to filing requirements.
• Explain complex tax concepts clearly to clients.
• Support clients with notices, audits, and related tax inquiries.

Qualifications & Skills

• Strong tax knowledge and ability to interpret tax rules and regulations.
• Excellent analytical skills and attention to detail for accurate filing.
• Strong client service and communication skills.
• Proficiency using tax preparation and e-filing tools.
• Ability to work collaboratively in a team environment.
• Commitment to ongoing learning through training to enhance compliance and service quality.