Tax Preparer (CPA Firm)

Freedmancpa; Plantation (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Freedmancpa in Plantation, FL is seeking a detail-oriented Tax Preparer to consult with clients, obtain tax information, and prepare returns.

The position reports to a senior tax professional and requires a Bachelor's degree in taxation or accounting; CPA is preferred, with 1+ years of tax preparation experience.

Proficiency with tax software, strong communication, and the ability to manage multiple client engagements will help ensure IRS compliance and minimize liabilities.

Qualifications

• Bachelor's degree in taxation or accounting required.
• CPA certification preferred.
• 1+ years of tax preparation experience.
• Experience using tax preparation software.
• Good communication and time-management skills.
• Strong analytical and problem-solving skills.
• Excellent accounting and client service skills.
• Ability to prioritize tasks and meet deadlines.

Responsibilities

• Ensure clients comply with IRS regulations and meet federal/state tax obligations.
• Analyze and minimize tax liabilities using tax reduction strategies.
• Review financial records, income statements, and expenditures.
• Prepare and file tax returns and work papers for companies, partnerships, and individuals.
• Research tax issues and assist with tax audits.
• Consult with clients, review tax information, and respond to questions.
• Advise clients on health benefits, compensation, and accounting systems.
• Maintain accurate, up-to-date client records.

Skills

Communication skills

Analytical skills

Time management

Customer service

Attention to detail

Tax preparation experience

Education

Bachelor's degree in taxation or accounting

CPA certification preferred

Tools

Tax preparation software

Job description

About Our Firm:

Founded in 1991, We are a boutique certified public accounting firm with offices in New York City, NY and Plantation, FL serving an impressive roster of clients. Our clients, both individuals and commercial, are extremely sophisticated and accordingly so is the work we perform for them. The work includes traditional accounting, auditing and attestation services, tax planning and preparation, estate planning and client specific consulting, to mention just a few.

TaxPreparer Job Description

We are looking for a detail-oriented tax associate to consult with clients and provide tax preparation services. The taxpreparer will report to a senior tax professional. The tax preparer's responsibilities include interacting with clients, obtaining and reviewing tax information, preparing tax returns, and performing tax research projects.

To be successful as a taxpreparer you should be able to ensure your clients comply with IRS regulations and work to minimize their tax liabilities.

TaxPreparer Responsibilities:

• Ensuring clients comply with IRS regulations and meet their state and federal tax obligations.
• Analyzing and minimizing tax liabilities by implementing tax reduction strategies.
• Reviewing financial records, income statements, and expenditures.
• Preparing and filing tax returns and work papers for companies, partnerships, and individuals.
• Researching tax issues and assisting with tax audits.
• Consulting with clients, reviewing their tax information, and responding to questions and concerns.
• Advising clients on employee health care benefits, compensation, and accounting systems.
• Maintaining accurate and up-to-date client records.

Tax PreparerRequirements:

• Bachelor's degree in taxation or accounting required.
• CPA certification preferred.
• 1+ years of tax preparation experience.
• Experience using tax preparation software and applications.
• Good communication skills, both verbal and written.
• Ability to prioritize and manage time efficiently.
• Strong analytical and problem-solving skills.
• Excellent accounting skills.
• Good customer service skills.