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Tax Preparer
Cindy Courtney Cpa Cfp Pllc - North Hampton, NH
posted 2 months ago
About the position
We are seeking a detail-oriented and highly knowledgeable Tax Preparer/ EA or CPA to join our team. The ideal candidate will be responsible for preparing and reviewing personal tax returns for individuals, ensuring compliance with all relevant tax laws and regulations. This role requires strong analytical skills, attention to detail, and the ability to communicate effectively with clients regarding their financial situations. The position offers flexibility in work hours, especially during tax season, and may allow for partial work from home after the first year, depending on data security provisions.
Responsibilities
- Prepare and file federal and state tax returns for mostly individuals.
- Review financial records, including income statements and documentation of expenditures.
- Provide clients with guidance on tax-related matters and financial concepts.
- Stay updated on current tax legislation and changes in tax laws to ensure compliance.
- Utilize accounting software such as QuickBooks or Sage to manage client accounts effectively.
- Conduct thorough reviews of clients' financial data to identify potential deductions or credits.
- Maintain accurate records of all transactions and communications with clients.
- Deliver exceptional customer service by addressing client inquiries promptly and professionally.
- Provide tax planning consultation.
Requirements
- Proficiency in accounting software, particularly QuickBooks and Sage.
- Strong understanding of tax regulations, technical accounting principles, and financial concepts.
- Excellent math skills for accurate calculations related to taxes.
- Strong customer service skills to effectively communicate with clients.
- Ability to analyze complex financial information and provide sound advice.
- Detail-oriented with a commitment to accuracy in all aspects of work.
- Strong organizational skills to manage multiple clients and deadlines efficiently.
- Ability to work well in a small business environment.
- 10 years of experience in tax preparation (Required).
- CPA/EA license (Required).
Benefits
- Flexible schedule
- Health insurance
- Bonus opportunities
- Performance bonus
