Tax Pro: Returns & Planning for Individuals & Corporations

Iris Primrose Inc.; Dallas (TX); On-site; USD 56,000 - 71,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

Iris Primrose Inc. in Dallas, TX seeks a Tax Preparer to handle individual and corporate tax returns, verify client data, and ensure compliance with tax laws. You will deliver accurate filings and contribute to client planning with proactive tax-saving guidance.

The role requires a bachelor's degree in a related field, at least one year of tax experience, and proficiency with Excel, SQL and Tableau. You will work in a collaborative office environment, using these tools for data analysis,

Qualifications

• Bachelor's degree in a related field is required.
• At least 1 year of tax preparation or related experience is required.
• Proficiency with tax laws and tax preparation software is expected.

Responsibilities

• Prepare and file individual and corporate tax returns.
• Verify accuracy of client information and ensure compliance with tax laws.
• Assist clients with tax planning and tax-saving strategies.
• Communicate findings and provide guidance to clients.
• Maintain timely filing and accurate documentation.

Skills

Data analysis

Report generation

Communication skills

Analytical thinking

Education

Bachelor's degree in related field

High school diploma or equivalent

Tools

Excel

SQL

Tableau

Job description

Iris Primrose Inc. in Dallas, TX seeks a Tax Preparer to handle individual and corporate tax returns, verify client data, and ensure compliance with tax laws. You will deliver accurate filings and contribute to client planning with proactive tax-saving guidance.

The role requires a bachelor's degree in a related field, at least one year of tax experience, and proficiency with Excel, SQL and Tableau. You will work in a collaborative office environment, using these tools for data analysis,