Tax Specialist & Advisor (Hybrid)

CFS; Saint Paul (MN); Híbrido; USD 55.000 - 103.000; Jornada completa

Descripción de la vacante

CFS is seeking an experienced Tax Preparer to join its tax team in the Twin Cities area. The role involves preparing individual and small business returns in a collaborative, client-focused environment and working hybrid in Shoreview, MN.

The ideal candidate has 3+ years of professional tax experience, active PTIN, and strong client service skills. CPA designation preferred; compensation is open based on experience.

Formación

• Active PTIN in good standing.
• 3+ years of professional tax preparation experience.
• Experience preparing individual and small business tax returns.
• Demonstrated ability to manage a high-volume tax workload.
• Strong knowledge of federal and Minnesota tax regulations.
• Experience with professional tax software such as Drake, Lacerte, UltraTax, ProSeries, or similar.
• Excellent communication and client relationship skills.

Responsabilidades

• Meet with clients to gather tax documentation and financial information.
• Conduct client interviews to identify income sources, deductions, credits, and tax planning opportunities.
• Review completed returns with clients and explain tax outcomes clearly.
• Prepare federal and state income tax returns for individuals and small businesses.
• Prepare and review: Form 1040, Schedule C, Partnership 1065, S-Corporation 1120-S, K-1 reporting, Estate and Trust returns as applicable.
• Identify deductions, credits, and tax-saving opportunities; electronically file and monitor status.
• Assist with tax questions, extensions, and follow-up requests.
• Maintain accurate and complete client records; ensure compliance with federal/state standards.

Conocimientos

PTIN in good standing

3+ years tax preparation

Individual tax returns

Small business tax returns

High-volume workload

Excellent communication

Educación

CPA designation

Herramientas

Drake

Lacerte

UltraTax

ProSeries

Descripción del empleo

CFS is seeking an experienced Tax Preparer to join its tax team in the Twin Cities area. The role involves preparing individual and small business returns in a collaborative, client-focused environment and working hybrid in Shoreview, MN.

The ideal candidate has 3+ years of professional tax experience, active PTIN, and strong client service skills. CPA designation preferred; compensation is open based on experience.