Tax Preparer & Planning Specialist

GetJobSmart; Colorado Springs (CO); On-site; USD 75,000 - 107,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Tuition reimbursement

Industry conferences

Mentorship programs

Job summary

Pioneer Prime LLC in Colorado Springs, CO is seeking a Tax Preparer for full-time employment. You will handle individual and business tax returns, including estate and trust filings, and work with a diverse clientele to deliver accurate tax services.

A bachelor's degree in accounting or finance is required; CPA or EA is a plus. Proficiency with TurboTax, H&R Block or QuickBooks is expected, with strong attention to detail and excellent communication.

Qualifications

• Bachelor's degree in accounting or finance required.
• CPA or Enrolled Agent certification is a plus.
• Strong knowledge of tax laws and procedures.
• Excellent attention to detail and communication skills.

Responsibilities

• Prepare and file individual and business tax returns accurately and efficiently.
• Assist clients with tax planning strategies to minimize their tax liabilities.
• Review and analyze tax documents and records to ensure IRS compliance.
• Maintain up-to-date knowledge of tax laws and regulations.
• Provide excellent customer service to clients, answering questions and addressing concerns.
• Participate in team meetings and collaborate with other professionals to ensure high-quality service.

Skills

Tax software proficiency

Attention to detail

Strong communication skills

Education

Bachelor's degree in accounting or finance

Tools

TurboTax

H&R Block

QuickBooks

Job description

Pioneer Prime LLC in Colorado Springs, CO is seeking a Tax Preparer for full-time employment. You will handle individual and business tax returns, including estate and trust filings, and work with a diverse clientele to deliver accurate tax services.

A bachelor's degree in accounting or finance is required; CPA or EA is a plus. Proficiency with TurboTax, H&R Block or QuickBooks is expected, with strong attention to detail and excellent communication.