Tax Preparer: Simple Returns & Client Meetings

James Ridout CPA; Florida; On-site; USD 32,000 - 46,000; Full time

Job summary

James Ridout CPA in Florida is seeking a detail-oriented Tax Preparer to join our team. You will focus on preparing basic tax returns, managing client extensions, supporting day-to-day tax processing workflows, and meeting with clients to review and finalize straightforward tax filings.

You will meet with clients to review straightforward filings and help ensure accurate, timely submissions. Strong organizational and communication skills are essential to succeed in this role.

Qualifications

• Previous experience in basic tax preparation and tax software.
• Strong organizational skills and strict attention to detail regarding document management and compliance.
• Excellent interpersonal and communication skills for client-facing review meetings.

Responsibilities

• Simple tax returns: Meet with clients to discuss the preparation of simple tax returns.
• Return execution support: Meet with clients signing tax returns that involve minimal client questions.
• Document follow-up: Contact clients to request any missing documents discovered while preparing tax returns.
• Folder and document management: Keep track of all physical folders, review and securely dispose of/shred copied documents after returns are fully processed, and close out client folders.
• Extension management: Contact clients about tax return extension requests, file extensions, log them accordingly, and create associated invoices.
• E-filing and archiving: Save digital copies of e-signed returns to the database, e-file returns, and monitor the status of filed returns.
• Business support: Assist with handling business setups, logging the progress of each one, processing client check requests, and filing business annual reports.

Skills

Tax preparation

Organizational skills

Interpersonal skills

Job description

James Ridout CPA in Florida is seeking a detail-oriented Tax Preparer to join our team. You will focus on preparing basic tax returns, managing client extensions, supporting day-to-day tax processing workflows, and meeting with clients to review and finalize straightforward tax filings.

You will meet with clients to review straightforward filings and help ensure accurate, timely submissions. Strong organizational and communication skills are essential to succeed in this role.