Tax Preparer: Louisiana Returns & Planning Pro

Summit Hazel; New Orleans (LA); On-site; USD 67,000 - 88,000; Full time

Job summary

Summit Hazel, a financial services company in New Orleans, LA, is seeking a full-time Tax Preparer to prepare and file tax returns for individuals and businesses. The role offers a compensation range of $67,000 to $87,526 per year and requires a bachelor’s degree in accounting, finance, or related field, with CPA or EA designation preferred.

The ideal candidate will review client information, calculate taxes and deductions, and use tax software and spreadsheets to generate accurate returns.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• CPA or EA designation preferred.
• Knowledge of Louisiana tax laws.
• 1 year of tax preparation experience preferred.
• Strong communication and attention to detail.

Responsibilities

• Prepare and file individual and business tax returns.
• Review client information for accuracy and calculate taxes.
• Provide tax planning advice to maximize refunds or minimize liabilities.
• Use tax software and spreadsheets to input data and generate returns.
• Communicate with clients to gather necessary documentation.

Skills

Tax preparation

Client communication

Attention to detail

Education

Bachelor's degree in accounting or finance

High school diploma or equivalent

Tools

Tax software

Spreadsheets

Job description

Summit Hazel, a financial services company in New Orleans, LA, is seeking a full-time Tax Preparer to prepare and file tax returns for individuals and businesses. The role offers a compensation range of $67,000 to $87,526 per year and requires a bachelor’s degree in accounting, finance, or related field, with CPA or EA designation preferred.

The ideal candidate will review client information, calculate taxes and deductions, and use tax software and spreadsheets to generate accurate returns.