Tax Preparer - SKILLFI

Overview

The Tax Preparer plays a crucial role in helping individuals and businesses navigate the complexities of tax regulations. As a key member of our finance team, the Tax Preparer is responsible for preparing and filing tax returns, ensuring compliance with local, state, and federal laws. This position requires a deep understanding of tax codes, forms, and regulations, as well as exceptional analytical and communication skills. The Tax Preparer will work closely with clients to gather necessary financial information, provide advice on tax strategies, and address any inquiries regarding tax obligations. The role not only involves technical expertise but also a high degree of customer service, as it is essential to build trust and rapport with clients. By efficiently managing the tax preparation process, this role significantly contributes to the overall financial health of our clients and ensures that the organization maintains its reputation for reliability and excellence in financial service.

Key Responsibilities

Prepare and file accurate tax returns for individuals and businesses.

Gather and analyze financial information provided by clients.

Assist clients with tax planning strategies to minimize liability.

Stay updated with the latest tax laws and regulations.

Review financial records to identify potential deductions and credits.

Communicate effectively with clients regarding their tax situations.

Resolve any tax discrepancies and issues with tax authorities.

Maintain confidentiality and security of client information.

Provide guidance on tax-related inquiries and concerns.

Develop and implement efficient tax preparation processes.

File necessary extensions for clients who require them.

Assist clients with IRS audits and inquiries.

Collaborate with other finance team members on related projects.

Prepare financial statements as needed for tax purposes.

Educate clients on the importance of record-keeping and tax documentation.

Participate in continuing education to improve skills and knowledge.

Required Qualifications

Associate degree or higher in Accounting, Finance, or related field.

Proven experience as a Tax Preparer or relevant role.

In-depth understanding of tax law and practices.

Ability to use tax preparation software effectively.

Strong analytical and mathematical skills.

Excellent attention to detail and accuracy.

Effective communication and interpersonal skills.

Valid Tax Preparer license or certification preferred.

Knowledge of bookkeeping and accounting principles.

Proficient in Microsoft Office Suite.

Ability to work under pressure and meet deadlines.

Commitment to maintaining confidentiality and integrity.

Previous experience working with diverse clientele.

Strong organizational and time management abilities.

Willingness to participate in ongoing training and education.

Ability to adapt quickly to changing tax regulations.