Summary:

Responsible for assisting individuals and companies prepare and file their tax returns appropriately while following legal guidelines.

Essential Duties and Responsibilities:

·         Prepare, complete and file tax returns for individuals and companies.

·         Prepare tax forms and documents.

·         Monitor and respond to tax authority communications.

·         Offer advice and suggestions on reducing costs and improving profits.

·         Assist clients with tax audits and other needs.

·         Identify any taxes owed or to be received.

·         Eliminate, minimize, or defer tax payments using proper regulations.

·         Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.

·         Analyses previous tax returns and financial documents to identify missing or incomplete information or documentation.

·         Analyses all supplied financial information for accuracy.

·         Uses the appropriate accounting software or system to prepare tax returns.

·         Calculates taxes owed or refunds due to client, consults tax law publications for guidance on unusual situations.

·         Submits tax returns to senior staff for review.

·         Presents approved returns to clients.

·         Files tax returns for clients.

·         Maintains understanding and knowledge of changes in tax law and regulations by reading professional literature or attending tax seminars and training courses.

·         Performs other duties as assigned.

Minimum Qualifications:

·         Excellent interpersonal, oral, and written communication skills.

·         Detail oriented & ability to multi-task.

·         Strong accounting, analytical and organizational skills.

·         Extremely proficient with Microsoft Office Suite or similar software with the ability to learn new or updated software.

Education and Experience:

·         Bachelor’s degree in Accounting or related field, required.

·         1 years’ experience in public accounting tax experience, preferred.

·         Experience preparing individual tax return, preferred.

Physical/Mental/Visual Demands and Work Environment:

·         This job is conducted in an office work environment, sitting most of the time, working on a computer.

·         Must be able to exert up to 20 lbs. of force occasionally.

·         Some travel may be required.

Work Schedule:

·         Typically, Monday through Friday, 8am-5pm.

·         Additional hours are required during peak season.