Job Description

JOB DESCRIPTION:

THIS POSITION OFFERS THE FOLLOWING GREAT PERKS:

• REMOTE FLEXIBILITY
• $600/MONTH TOWARDS MEDICAL INSURANCE
• 3% 401K CONTRIBUTION
• TUITION REIMBURSEMENT FOR IRS ENROLLED AGENT OR CPA DESIGNATION

Prepare tax returns and accountings for clients and trusts. These generally include 1041, 1040, and 990. Support client facing teams and in some cases clients with insight related to various tax questions about tax law, specific returns or implications due to financial transactions.

Facilitates and serves as primary contact to clients for intake and communication. Responds to inquiries regarding work in progress. Tracks issues to resolution ensuring deadlines and client expectation are met.

THIS MAY INVOLVE:

• Conducting tax interviews with clients
• Ensuring client confidentiality and privacy
• IRS audit support & attendance
• Growing tax expertise
• Other duties as assigned
• Must be an effective communicator with the ability to deescalate client issues and reflect positively while empathizing with clients in difficult situations.

REQUIRED QUALIFICATIONS:

• MS office (word, excel, outlook)
• Associates in Accounting or equivalent work experience with course work in math, accounting, or finance.
• Ability to perform successfully in a fast-paced environment.
• Attention to detail.
• Strong verbal and written communication skills and the ability to effectively communicate in person.
• Previous experience in a customer service environment is preferred.
• Use of contemporary Internet web browsers. Ability to research work using the internet and other resources as required. Familiarity with accounting and tax preparation basics. Use of scheduling software. Ability to multitask while maintaining deadlines.

PREFERRED QUALIFICATIONS:

• Bachelors degree in Accounting.
• Experience with pertinent tax-related systems and software including OnseSource.
• Familiarity with Estate and Trust, fiduciary accounting (TEDec, OnseSource). Scanning software. Redtail or other cloud based CRM software. Wolters Kluwer or Thompson Reuters Accounting platforms. Tax Preparation Experience.
• Bookkeeping Experience.

Company Description

DAK Tax is the tax division of Kautz/Buckley Independent Wealth Management. DAK Tax works hand and hand with Kautz/Buckley to meet our clients TOTAL wealth management needs. We help our client accumulate, protect and distribute their wealth in the most tax efficient manner.