Tax Preparer

Garcia & Carlson Cpa Pa

Tax Preparer

Naples, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k) matching

    Bonus based on performance

    Competitive salary

    Dental insurance

    Health insurance

    Vision insurance

    Benefits/Perks

    Careers Advancement Opportunities

    Flexible Scheduling

    Competitive Compensation

    Job Summary

    We are seeking a detail-oriented and proactive Tax Preparer to join our dynamic team. In this role, you will be responsible for preparing accurate and compliant tax returns for individuals and businesses. This position offers an exciting opportunity to apply your tax experience and accounting skills in a fast-paced environment that values precision, integrity, and client service.

    Responsibilities

    Prepare federal, state, and local tax returns for diverse clients, ensuring compliance with current tax laws and regulations.

    Conduct thorough reviews of financial documents, including income statements, balance sheets, and general ledger entries to gather necessary data for accurate filings.

    Analyze financial statements and reports to identify potential deductions, credits, and tax-saving opportunities.

    Reconcile accounts such as accounts payable, receivable, and bank statements using accounting software like QuickBooks, SPBinder.

    Support regulatory reporting requirements by preparing detailed reports aligned with GAAP (Generally Accepted Accounting Principles).

    Communicate with clients regarding missing information or tax-related questions

    Maintain confidentiality of sensitive financial information

    Assist with tax planning and year-round client support as needed

    Qualifications

    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

    Experience with individual, corporate, and small business returns

    Familiarity with bookkeeping or accounting principles