The desired skills, experiences, and values of the ideal candidate are:
- 5+ years of individual income tax experience
- CPA or EA designation, or desire to obtain, preferred
- Proficiency with computer software
- MS Word and Excel
- Accounting CS, QuickBooks
- Tax preparation software
- Adept at conducting tax research
- Superior client service and communication skills
- Ability to manage multiple deadlines
- Commitment to continuous learning & growth
- Unwavering integrity
As a tax preparer you will be responsible for, but not limited to the following responsibilities:
- Preparation of Individual and Estate tax returns
- Conducting face-to-face tax interviews with clients
- Researching tax laws and regulations
- Assisting to minimize tax impact on clients
- Responding to notices from tax authorities
- Providing clients with a “wow” experience
- Contribute to the success of the firm, our clients, and the community
