Tax Preparer

Financial Surplus Services; United States; Remote; USD 23,000 - 137,000; Full time

Benefits offered by this job

Referral program

Job summary

Financial Surplus Services is seeking a Tax Preparer to deliver accurate tax returns and advisory support from a remote setup across the United States. You’ll analyze documents, maximize refunds, and keep filings compliant using advanced software.

Ideal candidates have strong tax knowledge, client communication skills, and the ability to advise on deductions and changes in tax law. PTIN is required and you will contribute to growing the firm’s public accounting and financial services practice.

Qualifications

• Extensive knowledge of tax laws and updates for individuals and corporations.
• Proficiency with tax software (QuickBooks/Sage) and financial reporting tools.
• Strong analytical skills to identify deductions/credits.
• Excellent client communication and ability to explain complex concepts.
• Experience with partnership taxes and corporate accounting basics.
• Attention to detail and ability to handle multiple tasks.

Responsibilities

• Prepare individual, partnership, and corporate tax returns using tax software.
• Analyze financial documents to ensure accuracy and compliance.
• Advise on tax law changes, reporting requirements, and deductions.
• Communicate with clients to gather information and explain concepts.
• Assist with tax planning strategies for individuals and businesses.
• Maintain records for audits and support client acquisition efforts.

Skills

Tax laws proficiency

Tax software proficiency

Client communication

Partnership tax knowledge

Corporate accounting practices

Attention to detail

Sales/marketing aptitude

Tools

QuickBooks

Sage

Job description

Overview

Join our dynamic team as a Tax Preparer and play a vital role in helping clients navigate the complexities of tax compliance with confidence and clarity. This energetic position offers the opportunity to utilize your accounting expertise, tax law knowledge, and customer service skills to deliver accurate, timely tax return preparation and advisory support. As a Tax Preparer, you will be instrumental in ensuring clients maximize their refunds while remaining compliant with current tax regulations. This role is perfect for motivated individuals eager to grow their career in public accounting and financial services.

Duties

• Prepare individual, partnership, corporate, and other tax returns using advanced tax preparation software and accounting tools such as QuickBooks, Sage, and other financial software.
• Analyze financial documents, including income statements, balance sheets, and supporting tax documents to ensure accuracy and compliance.
• Provide expert guidance on tax law changes, tax reporting requirements, and deductions to optimize client outcomes.
• Communicate effectively with clients to gather necessary information, clarify questions, and explain complex tax concepts in an understandable manner.
• Assist with tax planning strategies for individuals and businesses to improve financial health and compliance.
• Maintain detailed records of all client interactions, tax filings, and correspondence for audit readiness and future reference.
• Support client acquisition efforts through marketing initiatives and delivering exceptional customer service that fosters long-term relationships.

Skills

• Extensive knowledge of tax laws, tax compliance procedures, and recent updates affecting individual and corporate taxes.
• Proficiency in tax preparation software, accounting software like QuickBooks and Sage, and financial reporting tools.
• Strong analysis skills to interpret financial data accurately while identifying potential deductions or credits.
• Excellent client communication skills to explain complex concepts clearly and build trust with diverse clients.
• Experience with partnership tax expertise, corporate accounting practices, bookkeeping, and technical accounting principles.
• Ability to handle multiple tasks efficiently while maintaining attention to detail; proficiency in 10 key typing is a plus.
• Demonstrated sales aptitude for client acquisition and marketing efforts that expand the firm's reach.

This position provides a vibrant environment where your expertise directly impacts clients' financial success while offering opportunities for professional growth in public accounting and finance sectors. We value proactive individuals who are eager to apply their technical skills within a supportive team dedicated to excellence in service delivery.

Pay: $500.00 - $3,000.00 per week

Benefits:

• Referral program

License/Certification:

• PTIN (Required)

Work Location: Remote