Job Description
We are a small, family owned accounting firm with a friendly, casual and low-stress environment in which we focus on quality work.
Seeking a tax preparer to assist with our small practice (total of about 200 clients) of business and personal income tax clients.
Responsibilities include:
- Managing the in-person tax appointment calendar
- Conducting tax interviews and preparing returns
- Preparing extensions and quarterly estimates
- Researching tax issues and communicating results with clients
- Prepare and file tax documents, such as income tax returns
- Check documents for errors
- Meet with clients
- Provide support to clients in the case of an IRS audit
- Perform other clerical duties as necessary
Tax Preparer Requirements and Qualifications
- High school diploma or GED certificate; bachelor's degree in finance or accounting is preferred
- Valid Preparer Tax Identification Number (PTIN)
- Enrolled Agent (required if not CPA)
- Certified Public Accountant license (preferred)
- Bookkeeping experience
- Familiarity with UltraTax software
- Familiarity with Quickbooks software and Generally Accepted Accounting Principles (GAAP)
Company Description
We have focused on bookkeeping and payroll for the past 10 years and have recently purchased a small tax practice from an affiliated firm. We need an experienced tax manager to help with this transition and implement best practices throughout the firm.