Job Description
Income Tax Return Preparer Job Description
Overview
Joyful Jobs is recruiting a tax preparer on behalf of Bottom Line Tax & Accounting. This position reports to the Chief Executive Officer. It requires expertise in the preparation of income tax return forms using Ultra Tax software for individuals, businesses, and other entities.
- Review financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare returns.
- Prepare year-end and adjust journal entries.
- Prepare reconciliation statement of book to tax.
- Prepare schedules and analyses that support tax return entries.
- Interview and correspond with clients to obtain additional information on taxable income, deductible expenses and allowances, and other information required for the return.
- Compute taxes owed and complete entries on forms, following tax form instructions and tax tables.
- Perform tax research, consult IRS, and state tax laws, regulations, rulings, and pronouncements to determine the proper tax treatment for preparation of atypical returns.
- Perform input verification of drafted income tax returns prepared by others to detect errors.
- Compare prior year income, deductions, credits, payments, and taxes with current year and analyzes and records variances and their causes.
- Organize income tax packages in accordance with office procedures to facilitate Final Review.
Desired Credentials, Skills, and Experience
- EA or CPA Required.
- Minimum of three years’ experience working in a public accounting firm or tax preparation business.
- Preferred: proficiency in QuickBooks.
- Excellent oral and written communication skills.
- Detail oriented and accurate.
- Comfortable working under pressure in a fast-paced, production environment.
Compensation/Benefits
- Salary range $52,000-$72,800 ($23-$35 per hour), DOE.
- Performance bonus opportunities.
- Bonus opportunities throughout the year ranging from 3-10% of annual pay, depending on company and individual performance.
- Health Insurance, Vision, and Dental Plans.
- Retirement Plan.
- Costco Membership.
- Ten (10) paid holidays.
- One hundred-twenty (120) PTO hours.
- Opportunity to earn 4-day work weeks or PTO bonus after proving abilities.
- Company-paid continuing education and professional membership allowance of $400. Team training throughout the year.