What are the responsibilities and job description for the Tax Preparer position at CSI Group?
Join CSI Group – A Thriving Career Awaits You!
CSI Group is a leading financial services firm dedicated to enriching lives and legacies by providing personalized services that guide individuals and families to achieve lasting financial prosperity.
We specialize in financial planning, tax preparation, and estate planning, offering a comprehensive suite of services tailored to meet the unique needs of middle-class individuals and families. Our mission is rooted in the belief that financial security and expert guidance should be accessible to everyone—not just the wealthy.
Through our one-stop-shop approach, we make high-quality financial services both affordable and accessible, empowering clients to confidently navigate their financial journeys and secure brighter futures for themselves and their loved ones.
Join CSI Group and become part of a team that is transforming lives and communities by delivering meaningful, lasting financial solutions. Be part of a team that values your contributions and invests in your growth!
Position Overview:
The Tax Preparer is responsible for all daily accounting tasks, including preparing tax documents and updating expense files. The Staff Accountant performs financial transactions and posts them in the general ledger, with strong attention to detail.
Essential Duties and Responsibilities:
- Maintain and update accounting records and files
- Analyze budgets and create expense reports
- Examine tax policies and handle tax payments and returns
- Meet with clients to discuss confidential accounting issues
- Post transactions and categorize records in the general ledger (e.g. by assets, liabilities and expenses)
- Reconcile bank statements
- Analyze transactions with internal and external stakeholders
- Conduct month-end and year-end closures
- Prepare documents for audits
- Advise clients on financial issues via email or phone
- Apply new accounting policies and ensure compliance with rules and regulations
- Report to the Accounting Manager and work to improve financial processes
Requirements:
- Education: High school diploma or equivalent; Associate’s or Bachelor’s degree in Accounting, Finance, or a related field is preferred.
- Certification: Enrolled Agent (EA) is advantageous; CPA is a plus.
- Experience: 1-2 years experience with high volume tax preparation and processing.
- Knowledge: Strong understanding of tax preparation software and tax laws.
- Skills: Excellent analytical, communication, and customer service skills; attention to detail; ability to work under pressure, especially during tax season.
Salary : $60,000
