Tax Pro: Precise Returns & Client-Focused Guidance

Klein Tax Service; Milwaukee (WI); On-site; USD 25,000 - 39,000; Full time

Job summary

Klein Tax Service in Milwaukee seeks a Tax Preparer to help individuals and businesses navigate tax compliance with accuracy and clarity. You will prepare accurate returns, discuss strategies with clients, and contribute to growth through prospect relationships.

Responsibilities include preparing returns for individuals, partnerships, and corporations, ensuring compliance, and staying updated on tax laws. The role is in-person at our Milwaukee office with potential evening/weekend hours during

Qualifications

• Experience in a service-oriented environment handling customers.
• Solid understanding of tax law and compliance standards.
• Proven experience preparing tax returns for individuals.
• Proficiency with tax software (Drake or similar).
• Strong analytical and math skills (including 10-key).

Responsibilities

• Prepare individual, partnership, and corporate tax returns using professional tax software.
• Ensure tax documents are accurate and compliant with current laws.
• Analyze financial data and identify deductions or credits to maximize client benefits.
• Communicate with clients to gather information and explain tax strategies.
• Stay updated on changes in tax law to advise on reporting and compliance.
• Assist in client acquisition through building relationships with prospects.

Skills

Customer service

Tax knowledge

Analytical math

Multi-tasking

Tools

Drake software

Job description

Klein Tax Service in Milwaukee seeks a Tax Preparer to help individuals and businesses navigate tax compliance with accuracy and clarity. You will prepare accurate returns, discuss strategies with clients, and contribute to growth through prospect relationships.

Responsibilities include preparing returns for individuals, partnerships, and corporations, ensuring compliance, and staying updated on tax laws. The role is in-person at our Milwaukee office with potential evening/weekend hours during