Job Description

Job Description

Job Description

Tax Preparer

Are you ready to join a dynamic, intelligent team of professionals? Our firm is looking for a skilled Tax Preparer to work in our fast-paced tax department. We specialize in providing top-tier tax and bookkeeping services for businesses and individuals and we're seeking a detail-oriented and organized individual to become part of our collaborative team. If you're passionate about tax preparation and want to work alongside experts who strive for excellence, this is the perfect opportunity for you.

Job Summary

The Tax Preparer will prepare, review, and file tax documents for individuals, businesses, and organizations. This role involves analyzing financial information, ensuring tax compliance, maximizing deductions, and providing guidance on tax laws and best practices. The Tax Preparer will also work closely with clients to address their specific needs, answer tax-related questions, and assist in resolving tax-related issues.

Key Responsibilities

Tax Preparation and Filing

• Be the go-to expert for preparing and filing federal, state, and local tax returns for individuals, businesses, and organizations.
• Maximize deductions, credits, and tax-saving opportunities, ensuring clients get the most out of their returns.
• Maintain accuracy, ensuring all tax documents are precise, complete, and submitted on time, every time.

Client Consultation

• Engage with clients to gather essential information on taxable income and deductible expenses.
• Provide strategic guidance on tax matters, from deductions to filing options, helping clients make informed decisions.
• Stay ahead of the curve by educating clients about new tax laws and regulations that might affect them.

Documentation and Record-Keeping

• Keep meticulous records, ensuring all client transactions and filings are organized and compliant with industry standards.
• Track and document every detail to ensure the process is seamless and efficient for clients and the firm.

Compliance and Risk Management

• Stay on top of tax law changes, minimizing risks for both the firm and clients.
• Represent clients during audits and address any discrepancies with tax authorities swiftly and effectively.

Advisory Services

• Take a proactive approach to helping clients plan for the future, identifying long-term strategies to minimize tax liabilities.
• Provide invaluable insights that will help clients optimize their financial positions and achieve their goals.

Qualifications

Education: A Bachelor’s degree in Accounting, Finance, or a related field is preferred.
Certification: CPA, EA, or Registered Tax Return Preparer (RTRP) certification is highly valued.
Experience: Previous experience in tax preparation or accounting is ideal, but we're open to enthusiastic individuals with a strong learning mindset!

Skills:

• Deep understanding of federal, state, and local tax laws and regulations.
• Proficiency with tax preparation software (e.g., Lacerte, Intuit Pro Series, Drake) and accounting tools.
• Strong analytical skills, attention to detail, and a knack for problem-solving.
• Excellent communication skills and a genuine passion for helping clients succeed.

Working Conditions

• Office-based environment with a supportive, team-oriented atmosphere.
• Flexibility during peak tax season, including evenings and weekends (typically January through April and Mid-August through October).

Key Competencies

• Analytical Thinking: Your ability to spot tax-saving opportunities will make all the difference for our clients.
• Client-Centric: You’ll go the extra mile to provide exceptional service, building lasting relationships with clients.
• Attention to Detail: Precision is key in tax preparation – no detail goes unnoticed.
• Integrity: You’ll uphold the highest ethical standards, maintaining confidentiality and ensuring compliance with all tax regulations.

Marc A. Jacobi & Associates offers 100+ years of combined experience in quality individualized bookkeeping, payroll, taxes, and consulting services because we understand taxes are taxing.

Company Description

Marc A. Jacobi & Associates offers 100+ years of combined experience in quality individualized bookkeeping, payroll, taxes, and consulting services because we understand taxes are taxing.

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