Tax Professional

Bredernitz Wagner & Co PC; Howell (MI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Paid time off

Careers Advancement Opportunities

Flexible Scheduling

Competitive Compensation

Job summary

Bredernitz Wagner & Co PC in Howell, MI seeks a knowledgeable Tax Professional to prepare clients’ tax filings and advise on strategies to maximize savings and ensure compliance with tax laws.

The ideal candidate is detail-oriented, highly organized, and has a strong understanding of federal and state tax regulations, with experience using Excel and accounting software to analyze financial data.

Qualifications

• Bachelor’s degree in accounting or a related field.
• Valid PTIN for tax preparation.
• Previous experience as a Tax Professional.
• Knowledge of federal and state tax laws.
• Skilled in Microsoft Excel and accounting software.
• Excellent mathematical and analytical skills.
• Strong verbal and written communication skills.

Responsibilities

• Prepare clients’ tax filings and advise on strategies to maximize savings.
• Conduct initial meetings with potential clients and discuss services offered and costs.
• Educate clients on the tax submission process.
• Analyze income statements and prior returns to determine taxation.
• File taxes accurately and timely; communicate with tax authorities as needed.

Education

Bachelor’s degree in accounting or a related field

Tools

Microsoft Excel

Accounting software

Job description

Benefits

• 401(k)


• 401(k) matching


• Health insurance


• Paid time off

Benefits/Perks

• Careers Advancement Opportunities


• Flexible Scheduling


• Competitive Compensation

Job Summary

We are seeking a knowledgeable Tax Professional to join our team. In this role, you will prepare clients’ tax filings and advise them on strategies to maximize savings and make sound financial decisions. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of tax laws and best practices in tax preparation.

Responsibilities

• Conduct initial meetings with potential clients to discuss the services offered and estimates of cost


• Educate clients on the tax submission process


• Analyze income statements, previous tax returns, and other financial records to determine taxable income


• Provide sound advice to clients on minimizing their tax obligations


• File taxes in an accurate and timely manner


• Communicate with tax authorities when necessary

Qualifications

• Bachelor’s degree in accounting or a related field


• Valid Preparer Tax Identification Number (PTIN)


• Previous experience as a Tax Professional


• Knowledge of federal and state tax laws


• Skilled in Microsoft Excel and accounting software


• Excellent mathematical and analytical skills


• Strong verbal and written communication skills