Tax Preparer

Willow Summit LLC; Saint Paul (MN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Job summary

Willow Summit LLC in Saint Paul, MN, is seeking a Tax Preparer to join our financial services team. The role focuses on preparing and filing individual and business tax returns, verifying client information, and staying compliant with federal, state, and local tax rules.

You will assist clients with tax planning, respond to questions, and maintain organized records while collaborating with the accounting team in a professional office environment.

Qualifications

• Requires high school diploma or equivalent.
• Minimum of two years in tax preparation.
• Knowledge of federal, state, and local tax codes.
• Excellent communication with clients.

Responsibilities

• Prepare and file individual and business tax returns.
• Verify client information and ensure accuracy.
• File returns with tax authorities.
• Assist in tax planning and client inquiries.
• Maintain documentation and records.
• Stay up-to-date with tax laws and software updates.

Skills

Tax prep experience

Attention to detail

Communication skills

Education

Bachelor's degree in Accounting or Finance

CPA license

Tools

TurboTax

H&R Block

QuickBooks

Job description

Willow Summit LLC, a financial services provider in Saint Paul, MN, seeks a Tax Preparer. This full-time role involves preparing and filing tax returns for clients, ensuring compliance with tax laws, and providing customer service.

Daily tasks include preparing individual and business tax returns, verifying client information, and filing returns with tax authorities. You will also assist clients with tax planning and answer their questions.

Work with the accounting team in a professional office environment in Saint Paul, MN. Collaborate with colleagues to ensure accurate and timely tax preparation and filing.

The annual salary range for this position typically spans from $60,000 to $79,716, reflecting the competitive nature of the job market and the responsibilities involved. Employees in this role can expect a comprehensive benefits package that includes health insurance to cover medical expenses, retirement plans to help save for the future, and paid time off to allow for personal and professional rejuvenation. These benefits are designed to support the overall well-being and job satisfaction of the employees.

Requirements for this position include a high school diploma or equivalent, which is typically obtained after completing secondary education. Candidates should also have a minimum of two years of experience in tax preparation, during which they would have gained hands‑on experience in calculating taxes, preparing tax returns, and assisting clients. Knowledge of tax laws and regulations is essential, as it involves understanding federal, state, and local tax codes, as well as any changes or updates to these laws. Additionally, excellent communication skills are required to effectively interact with clients, explain tax concepts, and provide guidance throughout the tax preparation process.

What You Will Do:

• Prepare and file individual and business tax returns accurately and efficiently.
• Ensure compliance with federal, state, and local tax laws and regulations.
• Provide excellent customer service to clients, answering their questions and addressing their concerns.
• Maintain accurate and up-to-date records of all tax filings and communications.
• Stay current with tax laws, regulations, and software updates.
• Assist in the preparation of tax-related reports and documentation for internal and external use.

What You Bring:

• Bachelor's degree in Accounting, Finance, or a related field, or equivalent experience.
• Valid Certified Public Accountant (CPA) license or enrollment in the CPA exam.
• Strong knowledge of tax laws, regulations, and accounting principles.
• Proficient in tax preparation software, such as TurboTax, H&R Block, or QuickBooks.
• Excellent attention to detail and analytical skills.
• Strong communication and interpersonal skills.