What are the responsibilities and job description for the Tax Preparer position at jobbot?
A bit about us :
We are a professional Tax Preparation, Bookkeeping & Payroll Service company in Iowa City, IA!
Why join us?
401(k)
Flexible schedule- onsite
Health insurance- Dental, Medical, Vision
Life insurance
Paid time off
Job Details
Tax Preparer should ensure confidentiality, provide excellent service to promote repeat business, and provide future tax planning to clients.
You can be a CPA or Enrolled Agent for this role. Must have at least 2-5 years of exp. working with customers.
Qualifications Bachelor's degree in Accounting or Finance
Registration with the IRS with a valid PTIN
2-5 years' experience
Must ensure confidentiality
Responsibilities
Advising clients, analyzing tax data submitted by clients, and filing and submitting tax returns
Setting up meetings with clients
Advising clients about the tax preparation process
Preparing and submitting tax returns for clients
Handling communication from clients and tax authorities
Auditing all tax forms for completeness and accuracy
Providing future tax planning to clients
Securing repeat business and expanding the client base
Analyzing tax data submitted by the client to maximize the outcome for the client
Signing income tax returns on behalf of individual and business clients
