Tax Preparer & Compliance Specialist

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 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.