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Tax Preparer
ROLE:
Responsible for income tax preparation for individuals and businesses. Identify potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Understand and complete tax forms in accordance with policies and in compliance with legislation and regulations.
KEY ACCOUNTABILITIES:
You will be responsible for Tax Preparation and the related duties are as follows:
- Understand business financial statements.
- Collect relevant tax documents and input into Drake accounting software.
- Prepare simple to complex tax returns for individuals and businesses.
- Update clients at key points throughout the tax return process.
- Build client relationships to promote service recommendations.
- Assist Bookkeeper(s)/Accountant(s) if needed.
- Prepare IRS response letters
- Spot errors and suggest ways to improve efficiency
- Any other duties as assigned
POSITION COMPETENCIES:
- Excellent customer services skills, including patience, flexibility, and a positive attitude.
- Strong organizational and problem-solving skills, including time management and strategic thinking.
- Independent worker
- Strong written and verbal communication skills
- Commitment to quality and timely completion of work
POSITION EXPERIENCE REQUIRED:
2+ years proven work in a CPA firm or similar
Proficient with Drake Software
Bachelor’s Degree in Accounting or equivalent
Strong computer skills and proficient in Microsoft Office Suites
$60,000 - $70,000
Job Types(s): Accounting / Finance
Industry(s): Accounting
Employment Type: Employee - Full Time
Job Location(s): The Woodlands, North Harris County, Tomball / Magnolia, Spring, Oak Ridge / Shenandoah
PE CPA PLLC