Tax preparation

The ideal candidate should be comfortable preparing individual and business tax returns reviewing financial documents supporting bookkeeping needs and helping clients stay compliant with applicable tax regulations.

• Prepare and review individual business and corporate tax returns accurately and on time
• Review client financial records including income statements balance sheets bookkeeping reports and supporting documents
• Use accounting and tax software to gather organize and verify client financial data
• Assist clients with bookkeeping tasks and help maintain accurate financial records
• Identify potential deductions credits and tax-saving opportunities for clients
• Communicate with clients to request missing information explain tax matters and answer questions
• Ensure tax filings comply with current federal state and local tax regulations
• Maintain organized workpapers and documentation to support audit readiness
• Stay current on tax law updates filing requirements and software changes
• Support client relationship-building by providing professional responsive and helpful service
• Assist with promoting tax and accounting services to new and existing clients as needed

• Prior experience in tax preparation public accounting bookkeeping or a related financial role
• Strong understanding of individual business and corporate tax concepts
• Experience reviewing financial statements bookkeeping records and accounting reports
• Familiarity with accounting software such as QuickBooks Sage or similar platforms
• Knowledge of corporate accounting bookkeeping and general accounting practices
• Strong analytical skills and ability to interpret financial data accurately
• Excellent attention to detail and accuracy in tax preparation and documentation
• Strong customer service and communication skills
• Ability to explain tax and accounting concepts clearly to clients
• Proficiency with math data entry and 10-key typing preferred
• Ability to manage deadlines and stay organized during busy tax season