TAX PREPARER

We are seeking a Tax Preparer to prepare business and personal tax returns.  Qualified applicants need to have experience with tax preparation, full cycle accounting and bookkeeping, solid understanding of payroll and payroll tax laws, expert knowledge of QuickBooks (Desktop and Online), and tax office experience.  Enrolled Agent or CPA credential, or in process of acquiring, required.  The ideal candidate for this position is detail oriented, organized, reliable, trustworthy, self-motivated, and able to handle change easily. 

Essential Duties and Responsibilities:

  • Prepare tax returns for Individuals and Businesses (1040, 1120, 1120S, 1065, and familiarity with 1041 and 990)
  • Review tax information supplied by client and communicate what is needed for return completion
  • Prepare amended tax returns as needed
  • Respond to IRS notices and communicate effectively with client regarding issues
  • Respond to routine client questions timely
  • Close out books at end of year and prepare financials for tax preparation
  • Troubleshoot issues with reconciliation of client’s books
  • Enter journal entries as needed
  • Keep assets and liabilities current and organized for client
  • Maintain and use workflow management system
  • Prepare and send financial reports to clients on a regular schedule or as requested
  • Analyze financials reports and be able to discuss with clients and make recommendations
  • Research and resolve client or system problems
  • File various items for client – Business License, Personal Property returns, Annual Census, WC Audits, etc…

Knowledge, Skills, and Abilities:

  • Bachelor’s degree in Accounting or related field
  • EA or CPA required (or currently working towards)
  • Experience with Drake Software a plus
  • Expert Knowledge of QuickBooks – Desktop and Online
  • Strong computer aptitude, including expertise in Microsoft products and other accounting software
  • 5-10 years accounting experience in accounting firm or similar work environment
  • Experience with Asana is a plus
  • Excellent analytical, organizational and project management skills
  • Ability to manage and develop staff
  • Ability to manage multiple engagements and competing priorities is required
  • Ability to develop and maintain strong client relationships
  • Strong organization, oral and written communication skills
  • Ability to handle sensitive and confidential information
  • Ability to adapt, take initiative, work independently or with others
  • Flexibility

If interested, please send resume and cover letter to jobs@tcna3.com.