Tax Preparer

Statewide Tax & Financial Services Inc.; Swartz Creek (MI); On-site; USD 45,000 - 70,000; Full time

Job summary

Statewide Tax & Financial Services Inc. is seeking a Tax Preparer to join our team. You will prepare and file federal, state, and local tax returns for individuals with a strong emphasis on accuracy and client confidentiality.

The role requires at least 5 years of tax return experience, knowledge of current tax laws, and excellent customer service. QuickBooks experience is preferred, and prior accounting exposure is advantageous.

Qualifications

• 5+ years of experience in preparing individual tax returns.
• Strong knowledge of federal and state tax laws and tax preparation procedures.
• Excellent verbal and written communication skills.
• Proficiency with tax preparation software and basic computer applications.

Responsibilities

• Prepare and file individual income tax returns in compliance with applicable tax laws and regulations.
• Review financial records, income statements, W-2s, 1099s, deductions, credits, and other supporting documents.
• Interview clients to gather necessary financial information and identify potential tax deductions and credits.
• Ensure tax returns are accurate, complete, and submitted before applicable deadlines.
• Explain tax return information, refund amounts, tax liabilities, and filing requirements to clients.

Skills

Tax preparation

Client communication

Attention to detail

Mathematical skills

Organizational skills

Confidentiality

Tools

QuickBooks

Job description

Job Description

Job Description

We are seeking a Tax Preparer to join our team. You will prepare and file accurate federal, state, and local tax returns for individuals. This position requires strong attention to detail, knowledge of current tax laws, excellent customer service skills, and the ability to maintain the confidentiality of sensitive financial information.

** Responsibilities**

• Prepare and file individual income tax returns in compliance with applicable tax laws and regulations.
• Review financial records, income statements, W-2s, 1099s, deductions, credits, and other supporting documents.
• Interview clients to gather necessary financial information and identify potential tax deductions and credits.
• Ensure tax returns are accurate, complete, and submitted before applicable deadlines.
• Explain tax return information, refund amounts, tax liabilities, and filing requirements to clients.

** Qualifications**

• ** At least 5 years of experience preparing individual tax returns is required**
• At least 3 years of QuickBooks experience is preferred
• Previous tax preparation or accounting experience preferred.
• Knowledge of federal and state tax laws and tax preparation procedures.
• Proficiency with tax preparation software and basic computer applications.
• Strong mathematical, analytical, and organizational skills.
• Excellent verbal and written communication skills.