Tax Return Specialist - Growth & Flexible Schedule

Jobot; Montgomery (OH); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Professional development and training

Supportive team environment

Opportunities for advancement

Exposure to diverse tax situations

Flexible or hybrid scheduling

Job summary

Jobot is seeking a Tax Preparer in Montgomery, OH to prepare and review individual and business tax returns, gather financial information, and ensure filings are accurate and on time.

The ideal candidate has 2+ years of tax return experience, strong attention to detail, and familiarity with tax software such as UltraTax, ProSeries, Lacerte, Drake, or CCH Axcess. On-site role with competitive compensation.

Qualifications

• 2+ years of experience preparing individual and/or business tax returns.
• Bachelor's degree in Accounting, Finance, Business, or related field preferred, but relevant experience may be considered.
• Knowledge of federal and state tax regulations.
• Experience with tax preparation software such as UltraTax, ProSeries, Lacerte, Drake, CCH Axcess, or similar platforms is a plus.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare federal, state, and local tax returns for individuals, businesses, partnerships, S corporations, and other entities.
• Collect, organize, and review client financial documents and tax information.
• Identify potential deductions, credits, and tax-saving opportunities.
• Review tax returns for accuracy, completeness, and compliance with applicable tax laws.
• Research tax issues and assist with resolving tax-related questions.
• Communicate with clients to obtain missing information and clarify financial or tax-related matters.
• Assist with tax planning and projections as needed.
• Respond to notices and correspondence from the IRS and state taxing authorities.
• Maintain organized and accurate client files and documentation.
• Stay current on changes to federal and state tax laws, regulations, and filing requirements.
• Meet established deadlines during tax season and throughout the year.
• Work collaboratively with accountants, CPAs, and other members of the tax team.

Skills

Attention to detail

Organizational skills

Communication skills

Analytical thinking

Education

Bachelor's degree in Accounting/Finance/Business

Tools

UltraTax

ProSeries

Lacerte

Drake

CCH Axcess

Job description

Jobot is seeking a Tax Preparer in Montgomery, OH to prepare and review individual and business tax returns, gather financial information, and ensure filings are accurate and on time.

The ideal candidate has 2+ years of tax return experience, strong attention to detail, and familiarity with tax software such as UltraTax, ProSeries, Lacerte, Drake, or CCH Axcess. On-site role with competitive compensation.