Tax Preparer

Heaven & Hope Consultants; United States; Remote; USD 50,000 - 61,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Job summary

Heaven & Hope Consultants is seeking a skilled Tax Preparer to prepare and review individual, partnership, and corporate tax returns using leading tax software. The role emphasizes accuracy, compliance, and clear client communication to gather necessary information and explain complex tax questions.

You will analyze financial documents, assist with tax planning strategies, and maintain meticulous records for audit readiness while supporting client growth through exceptional service.

Qualifications

• Proficient with advanced tax preparation software and regulations.
• Gather and analyze financial documents (W-2s, 1099s, balance sheets).
• Explain tax concepts clearly to clients and collect needed information.
• Assist with tax planning to optimize deductions and credits.
• Maintain organized records for audits and compliance.
• Support marketing and client relationships through high-quality service.

Responsibilities

• Prepare and review tax returns for individuals, partnerships, and corporations.
• Ensure compliance with federal, state, and local tax laws.
• Collect and analyze financial documents and data.
• Communicate with clients to obtain information and advise on questions.
• Provide tax planning guidance to maximize deductions and credits.

Skills

Tax law

Client communication

Attention to detail

Typing 10-key

Accounting basics

Tools

TurboTax

Drake Tax

QuickBooks

Sage

Job description

Overview

Join our dynamic team as a Tax Preparer, where your expertise in tax laws, accounting, and financial software will empower clients to navigate their tax obligations confidently. This role offers an exciting opportunity to apply your tax preparation skills, provide exceptional customer service, and contribute to clients' financial success. Whether you're experienced in individual or corporate tax, your attention to detail and analytical mindset will be vital in delivering accurate and compliant tax filings. We're committed to fostering a collaborative environment that values continuous learning and professional growth.

Duties

• Prepare and review individual, partnership, and corporate tax returns using advanced tax preparation software.
• Ensure compliance with federal, state, and local tax laws by staying updated on current regulations and applying them accurately.
• Gather and analyze financial documents such as W-2s, 1099s, balance sheets, income statements, and other relevant records.
• Communicate effectively with clients to collect necessary information, clarify details, and explain tax-related questions.
• Assist clients with tax planning strategies to optimize deductions and credits while ensuring full compliance with tax law.
• Maintain meticulous records of all tax documents, filings, and correspondence for audit readiness.
• Support client acquisition efforts through marketing initiatives and providing exceptional customer service to foster long-term relationships.

Skills

• Extensive knowledge of tax law, including partnership and corporate taxation.
• Proficiency in tax preparation software such as TurboTax, Drake Tax, or similar platforms.
• Strong understanding of accounting principles and financial concepts relevant to individual and business taxes.
• Experience with accounting software like QuickBooks, Sage, or other financial management tools.
• Excellent analysis skills for reviewing financial data and identifying potential deductions or discrepancies.
• Effective client communication skills with a focus on customer service excellence.
• Ability to handle multiple tasks efficiently while maintaining high accuracy; familiarity with 10 key typing is a plus.
• Knowledge of bookkeeping practices and technical accounting processes related to tax reporting.

This position is ideal for motivated professionals eager to leverage their accounting expertise in a fast-paced environment while helping clients achieve their financial goals through expert tax preparation. We welcome applicants who are passionate about finance, detail-oriented, and committed to delivering outstanding service!

Pay: $36.25 - $43.66 per hour

Benefits:

• Flexible schedule

Work Location: Remote