Tax Preparer (Feb-Aug) - Client Deduction Expert

Intrua Financial, LLC; Fairview (CA); Presencial; USD 48.000 - 68.000; Jornada completa

Descripción de la vacante

Ta-Check Financial is seeking an experienced Tax Preparer to support clients from February through August. This on-site role will handle individual and business tax returns, advise on tax planning, and ensure compliance with federal and state regulations.

You will gather documents, identify credits, and assist with audits while maintaining strict confidentiality. The ideal candidate has a Bachelor's in Accounting or related field, at least 2 years of tax-prep experience, and proficiency with

Formación

• Bachelor's degree in Accounting, Finance, or related field.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred.
• Minimum of 2 years of experience in tax preparation.

Responsabilidades

• Prepare and review individual and business tax returns.
• Analyze financial statements and records to determine tax liability.
• Stay updated on tax laws and regulations to ensure compliance.
• Advise clients on tax planning and strategies to minimize tax liabilities.
• Gather and organize client financial information and documents.
• Identify potential tax credits and deductions to increase client savings.
• Respond to client inquiries and provide guidance on tax-related issues.
• Assist with audits, including preparation of audit documents and representation.
• Maintain confidentiality and protect sensitive client information.
• Collaborate with team members to resolve complex tax issues.
• Ensure all tax return submissions are accurate and timely.
• Use tax software to complete and file tax returns efficiently.
• Develop and maintain strong client relationships through effective communication.
• Continuously improve knowledge and skills through training and professional development.

Conocimientos

Tax knowledge

Analytical skills

Detail-oriented

Time management

Communication skills

Independence/Teamwork

Educación

Bachelor's degree in Accounting or related field

Herramientas

Lacerte

TurboTax

H&R Block

Descripción del empleo

Ta-Check Financial is seeking an experienced Tax Preparer to support clients from February through August. This on-site role will handle individual and business tax returns, advise on tax planning, and ensure compliance with federal and state regulations.

You will gather documents, identify credits, and assist with audits while maintaining strict confidentiality. The ideal candidate has a Bachelor's in Accounting or related field, at least 2 years of tax-prep experience, and proficiency with