What are the responsibilities and job description for the Tax Preparer (CPA Firm) position at Freedman CPA, P.C.?
About Our Firm:
Founded in 1991, We are a boutique certified public accounting firm with offices in New York City, NY and Plantation, FL serving an impressive roster of clients. Our clients, both individuals and commercial, are extremely sophisticated and accordingly so is the work we perform for them. The work includes traditional accounting, auditing and attestation services, tax planning and preparation, estate planning and client specific consulting, to mention just a few.
Tax Preparer Job Description
We are looking for a detail-oriented tax associate to consult with clients and provide tax preparation services. The tax preparer will report to a senior tax professional. The tax preparer's responsibilities include interacting with clients, obtaining and reviewing tax information, preparing tax returns, and performing tax research projects.
To be successful as a tax preparer you should be able to ensure your clients comply with IRS regulations and work to minimize their tax liabilities.
Tax Preparer Responsibilities:
- Ensuring clients comply with IRS regulations and meet their state and federal tax obligations.
- Analyzing and minimizing tax liabilities by implementing tax reduction strategies.
- Reviewing financial records, income statements, and expenditures.
- Preparing and filing tax returns and work papers for companies, partnerships, and individuals.
- Researching tax issues and assisting with tax audits.
- Consulting with clients, reviewing their tax information, and responding to questions and concerns.
- Advising clients on employee health care benefits, compensation, and accounting systems.
- Maintaining accurate and up-to-date client records.
Tax Preparer Requirements:
- Bachelor’s degree in taxation or accounting required.
- CPA certification preferred.
- 1 years of tax preparation experience.
- Experience using tax preparation software and applications.
- Good communication skills, both verbal and written.
- Ability to prioritize and manage time efficiently.
- Strong analytical and problem-solving skills.
- Excellent accounting skills.
- Good customer service skills.