What are the responsibilities and job description for the Tax Preparation Specialist position at Lijin J Philip CPA PC?
Overview
We are a growing firm in Plano, TX, providing high-quality accounting and tax services. We are looking for an experienced Tax Preparer with bookkeeping skills to join our team. This is a part-time in-office position offering 20-30 hours per week. The ideal candidate will have a strong background in both tax preparation and bookkeeping with at least 5 years of experience.
Responsibilities
- Prepare and file federal and state tax returns for individuals and corporations.
- Analyze financial data to ensure accurate reporting of income, deductions, and credits.
- Utilize financial software such as QuickBooks, QuickBooks online, Lacerte to manage client accounts effectively.
- Provide excellent customer service by addressing client inquiries and concerns regarding their tax situations.
- Stay updated on current tax laws, regulations, and best practices in public accounting.
- Assist clients in understanding their financial situations through clear communication of complex tax concepts.
- Maintain organized records of all tax documents and correspondence.
Qualifications:
- Experience in Tax experience preparation and bookkeeping.
- Bachelor’s degree in Accounting, Finance, or related field preferred.
- Strong knowledge of federal and state tax laws and regulations.
- Proficiency in accounting and tax preparation software.
- Excellent communication skills, with the ability to explain complex tax concepts in simple terms.
- Strong organizational skills and attention to detail.
- Ability to work independently and manage multiple client accounts.
- A proactive approach to problem-solving and continuous learning.
Experience
- Proven experience in tax preparation or a related field is preferred.
- Familiarity with financial software applications, particularly QuickBooks, QuickBooks online; & Lacerte (preferred, but not necessary)
- Strong understanding of financial concepts related to corporate accounting and public accounting practices.
- Excellent customer service skills with the ability to communicate effectively with clients.
- Proficiency in using 10 key typing for efficient data entry.
- Ability to analyze financial information accurately to support tax preparation activities.
Join our team as a Tax Preparer where your expertise will make a significant impact on our clients' financial well-being!
Job Type: Part-time
Pay: $25.00 - $35.00 per hour
Expected hours: No less than 20 per week
Benefits:
- Flexible schedule
Compensation Package:
- Hourly pay
Education:
- Bachelor's (Required)
Experience:
- Tax Preparer: 5 years (Required)
- Bookkeeping: 5 years (Required)
Ability to Commute:
- Plano, TX 75024 (Required)
Ability to Relocate:
- Plano, TX 75024: Relocate before starting work (Preferred)
Work Location: In person
Salary : $25 - $35
