Prepares various Federal and State returns, schedules and forms in
accordance with federal and state requirements to meet the time
sensitive needs of both our legal representatives and their
clients. Determine tax liability for individuals or business firms
according to prescribed laws and regulations.
? Prepare individual and corporate income tax returns and sales and
excise tax returns.
? Review filed tax returns to determine whether claimed tax credits
and deductions are allowed by law.
? Maintain knowledge of tax code changes, and of accounting
procedures and theory to properly evaluate information.
? Maintain records for each case, including contacts, telephone
numbers, and actions taken.
? Contact clients to address discrepancies and to request
? Confer with taxpayers or their representatives to discuss the
issues, laws, and regulations involved in returns, and to resolve
problems with returns.
? Answer questions from taxpayers and assist them in completing tax
? Check tax forms to verify that names and taxpayer identification
numbers are correct, that computations have been performed
correctly, or that amounts match those on supporting
? Enter tax return information into computers for processing.
? Conduct investigations of income tax returns to verify
information or to amend tax liabilities.
The ideal candidate will have an in depth knowledge of tax
preparation, complex technical topics and specialized information.
Excellent communication skills will allow them to communicate and
educate internal and external customers as needed. They will
perform with a highest degree of accuracy, be very detail oriented
and organized. The ideal candidate is always focused on customer
service and implements research and analytical skills to provide
the best end results for our clients. Candidates must be
dependable, adaptable and be able to work independently with
minimal supervision. Only candidates who possess strong work ethics
and interpersonal skills will be considered.
SKILLS & ABILITIES
Education: Associate?s Degree (two year college or technical
school) or Work Equivalent, Field of Study: Accounting or
Bachelor?s Degree (four year college or technical school)
Preferred, Field of
Study: Accounting or Business
Minimum 2 years Tax Preparation with significant caseload
Minimum 2 years experience in Customer Service
Proficient with tax preparation software; prefer Drake
Proficient with Microsoft Word and Excel
Experience with CRM desirable
Certifications & Licenses:
IRS-issued Preparer Tax Identification Number required
Current in certifications required to maintain credentials
Other Requirements: Proficient use of English language, (speaking,
application and comprehension), bi-lingual is a plus! We are an
equal employment opportunity employer and will consider all
qualified candidates without regard to disability or protected