What are the responsibilities and job description for the Tax Associate position at Candidate Experience site?
Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Tax Associate who will be responsible for preparing and reviewing tax returns for individuals under the guidance and tutelage of our Enrolled Agents; as well as assisting in the preparation of taxes as a Data Entry Specialist. The ideal candidate will have extensive experience assisting in tax preparation, strong analytical skills, excellent communication skills, and an understanding of generally accepted accounting principles.
What you will do:
- Prepare and review individual tax returns accurately and efficiently.
- Conduct thorough tax interviews with clients to gather necessary information.
- Accurately and efficiently prepare necessary data provided by the client for Enrolled Agent review.
- Timely communication with clients to address questions and concerns regarding their tax situations.
- Stay up to date on changes in tax laws and regulations.
- Assist with client service processes.
What you need to have:
- Bachelor’s degree in accounting, Finance, or related field preferred.
- Minimum of 3 years of experience in tax preparation.
- Active PTIN. Preferred AFSP, in the process of obtaining Enrolled Agent designation.
- Proficiency in tax preparation software (e.g., Lacerte, Drake Tax).
- Strong attention to detail and accuracy.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Availability to work extended hours during peak tax season.
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