We are seeking a detail-oriented and proactive Income Tax Preparer to join our dynamic financial services team. In this role, you will be responsible for preparing accurate and compliant income tax returns for individuals and small businesses. Your expertise will help clients navigate complex tax regulations, optimize their financial outcomes, and ensure timely filing.
This position offers an exciting opportunity to apply your accounting knowledge in a fast-paced environment, supporting clients through meticulous analysis and precise documentation.
Responsibilities
- Collect and review financial documents such as W-2s, 1099s, T-slips, receipts, and bank statements to gather necessary data for tax preparation
- Prepare federal, state, and local income tax returns using advanced accounting software like QuickBooks, Sage, Xero, or similar platforms
- Conduct thorough analysis of client financial information to identify deductions, credits, and potential audit risks
- Ensure compliance with current tax laws and regulations by staying updated on legislative changes
- Assist clients with account reconciliation and review of financial statements to ensure accuracy before filing
- Support clients with bookkeeping tasks including accounts payable, payroll processing, and budgeting when needed
- Collaborate with auditors during audits by providing organized documentation and explanations of financial data
Qualifications
- Proven experience in income tax preparation within a financial services environment or accounting firm
- Solid proficiency with accounting software such as QuickBooks, Sage, Xero, or similar tools
- Excellent analysis skills to interpret complex financial data accurately
- Knowledge of auditing procedures and account reconciliation processes
- Familiarity with bookkeeping practices including accounts payable and payroll management
- Ability to handle multiple client files efficiently while maintaining attention to detail
- Basic understanding of investment accounting and budgeting principles is a plus
Join our team to leverage your accounting expertise in a vibrant setting where your skills directly impact our clients’ financial success. We value energetic professionals committed to delivering precise work while fostering positive client relationships. Pay: $20.00-$25.00 per hour
Expected hours: 35.0 – 45.0 per week
Benefits
- Dental care
- Extended health care
- On-site parking
- Paid time off
Experience:
- Income Tax Preparation: 1 year (preferred)