Tax Preparer

Classification:     Non-Exempt/Hourly           

Job Type:             Seasonal

Location:              Edwardsville Tax Services; 6659 Center Grove Rd, Edwardsville, IL 62025

Reports To:          Controller / Director of Tax

ABOUT US:

FCB Banks has been family owned and managed for more than three generations.  Our original banks opened in New Baden and Albers in 1901 and customers quickly associated FCB with quality service, competitive rates, and personal customer care.  These qualities became the pillars of our business when First Collinsville Bank opened in 1990 and we began expanding throughout the area.  We streamlined and simplified banking operations and officially changed our name to FCB Banks in 2017.  Today we have seventeen locations in sixteen wonderful towns serving customers in Illinois and Missouri.  We pride ourselves on being locally owned and operated as well as a valued part of the community.  Since 1901 our goal at FCB Banks has always been to provide exceptional service to our valued customers. 

JOB SUMMARY:

Prepare tax returns for individuals, small businesses, trusts and small estates.

ESSENTIAL JOB DUTIES:
 

• Computes taxes owed or overpaid and complete entries on forms, following tax form instructions and tax tables.
• Prepares simple to complex tax returns for individuals and small businesses.
• Uses all appropriate adjustments, deductions and credits to keep client’s taxes to the legal minimum.
• Interviews clients to obtain additional information on taxable income and deductible expenses.
• Reviews financial records such as income statements and documentation of expenses to determine forms needed to prepare tax returns.
• Consults tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
• Calculates form preparation fees according to return complexity and processing time required.
• Checks data input and verifies totals to detect errors in arithmetic, data entry or procedures.
• Interacts positively with clients regarding their personal tax situations.
• Other duties as assigned.

TECHNICAL SKILLS NEEDED:
 

• Strong and professional communication skills – verbal and written. 
• Mathematic orientation
• Working knowledge of current federal and state tax laws and procedures
• Strong technology skills, along with working knowledge of Microsoft Office (Word, Excel), traditional office products (copiers, fax machines, ten-keys, phones, etc.) and computers/software specific to tax preparation
• Ability to display proper phone etiquette and customer service skills.
• Strong writing skills – uses accurate word usage, grammar, spelling, and punctuation in all written correspondence. 
• Conflict Resolution: Remains professional when dealing with challenging situations.
• Problem Solving – Identifies and resolves problems timely and able to troubleshoot errors.
• Ability to work independently and as part of a team.
• Teamwork – contributes to building a positive team spirit.
• Basic understanding of the banking industry, regulations, policies and best practices.
• Organized, detail-oriented and analytical.
• Ability to use logic and reasoning.

QUALIFICATIONS:
 

• B.S./B.A. in business, accounting, management or similar field (preferred).  Equivalent tax industry experience may be considered.
• 3 – 5 years of tax industry experience (preferred)
• Enrolled Agent or CPA (preferred)

WORKING ENVIRONMENT AND DEMANDS:
 

• Constantly uses standard office equipment such as computers, phones, photocopiers, filing cabinets, calculators and fax machines
• Availability during core banking hours (i.e. Monday – Friday 8:00 am – 5:00 pm), during the tax season (approximately January – May).  Flexible to work as needed to review tax returns. 
• Occasionally requires local travel including offsite trainings and meetings.
• Regularly remains in a stationary position at least 50% of the time.
• Constantly moves about the inside of the Bank to access supplies and equipment and to assist customers and coworkers
• While performing the duties of this job, the employee is regularly required to talk or hear.  The employee frequently is required to stand, walk, use hands to handle or feel, and reach with hands and arms.  The employee regularly is required to lift up to 15 lbs.
• Ability to multi-task, work in a fast-paced, changing environment and maintain a commitment to accuracy and timeliness.
• Ability to follow policies, procedures and written instructions, as well as verbal instructions or directions from their supervisor.
• Ability to maintain confidentiality.

BENEFITS:
 

• $20.00 - $30.50 per hour, eligible for performance-based bonuses and incentives
• Health Insurance for eligible employees
• Flexible Spending Account (FSA) and Dependent Care Flexible Spending Account (DCFSA)
• Ability to accrue Flexible Leave
• 401(k) with company match for eligible employees

DISCLAIMER:
 

The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities. 

FCB Banks retains the right to change or assign other duties to this position. 

Equal access to programs, services and employment opportunities is available to all persons without regard to age, ancestry, citizenship, status, color, physical or mental disability, genetic information, marital status, military status, national origin, race, religion, sex (including pregnancy), sexual orientation, or any other basis protected by federal, state, and/or local law.

In accordance with the Americans with Disabilities Act and/or applicable state and local laws, applicants requiring reasonable accommodations for the application and/or interview process should notify the FCB Human Resources Department. Examples of reasonable accommodations include making a change to the application process; providing written materials in an alternate format such as braille, large print, or audio recording; using a sign language interpreter; using specialized equipment; or modifying testing conditions.

Applicants have rights under Federal Employment Laws

Equal Employment Opportunity Poster   https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf

Equal Employment Opportunity Supplement   https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

Family and Medical Leave Act (FMLA)  https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/fmlaen.pdf

Employee Polygraph Protection Act   https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf

Salary : $20 - $31