Tax Preparer-Accountant Professional

BMF Tax & Accounting; Cedar Rapids (IA); Sur place; USD 42 000 - 62 000; Plein temps

Résumé du poste

BMF Tax & Accounting in Cedar Rapids, IA is seeking a Tax Preparer-Accountant Professional to handle tax preparation for 1040, 1065, 1120, 1120S and 990 returns. You will communicate with clients, assist with pre-set appointments and ensure accurate filings.

The role involves federal and state tax work, financial analysis, and multiple projects in a fast-paced environment, with a focus on client trust and confidentiality.

Qualifications

• Prepare tax returns
• Perform accountant functions
• Proficiency with QuickBooks, Lacerte and MS Office (Word/Excel/Email/Internet)
• Strong organizational skills with ability to handle multiple projects in a fast-paced environment
• Excellent written and verbal communication skills
• Ability to develop trust and good working relationships with clients
• Ability to pass a background check

Responsabilités

• Preparation of individual (Form 1040) and business tax returns (Forms 1120, 1120S, 1065)
• Answer client calls with tax questions
• Participate in pre-tax planning appointments and processes
• Ensure confidentiality of each client per company procedures
• Inform clients of changes in tax laws and impact on their return and fees
• Organize and maintain financial records and spreadsheets

Connaissances

Strong organizational skills

Excellent written and verbal沟通

Outils

QuickBooks

Lacerte

MS Office

Description du poste

Job Description

We are looking for a Tax Preparer-Accountant Professional to join our team!

Our Tax/Accountant Professional will be responsible for communicating with clients about tax preparation process, conducting pre-set appointments assist with tax preparations and filing. Our company handles 1040, 1065, 1120, 1120S, & 990 returns.

Our Tax/Accountant Professional will assist in our day-to-day tax, requirements. Should be able to perform financial analysis, tax preparation for both federal and state, as well as complete other projects for management.

Responsibilities

• Preparation of individual (Form 1040’s) and business income tax returns (Form 1120, 1120S and 1065)
• Taking incoming calls from clients answering their tax questions
• Participate in pre-tax planning appointments and processes
• Ensure the confidentiality of each client by following all company procedures regarding information handling
• Informing clients of changes in tax laws and impact on their return and fees
• Organize and maintain financial records and spreadsheets

Qualifications

• Prepare tax returns
• Perform accountant functions
• Proficiency with Quick Books software, Lacerte software as well as MS Office including Word, Excel, Email and Internet
• Strong organizational skills with the ability to handle and perform multiple projects at one time in a fast-paced environment
• Excellent written and verbal communication skills
• Ability to develop trust and a good working relationship with clients
• Ability to successfully pass a background check

Company Description

We are a Tax & Accounting Firm providing, tax preparation services for 1040, 1065, 1120, 1120S, & 990 returns. We build our business by building relationships on client at a time. We provide a holistic approach to tax preparation services, through pre set meetings with clients, tax planning service, accounting services, payroll services, budgeting services as well as financial services.

Company Description

We are a Tax & Accounting Firm providing, tax preparation services for 1040, 1065, 1120, 1120S, & 990 returns. We build our business by building relationships on client at a time. We provide a holistic approach to tax preparation services, through pre set meetings with clients, tax planning service, accounting services, payroll services, budgeting services as well as financial services.