What are the responsibilities and job description for the Tax Preparer position at Maximum Tax Finance?
Overview
The Maximum Tax Finance team is seeking a detail-oriented and analytical individual to join our dynamic group. This role is essential in assisting clients with their tax-related needs and ensuring compliance with financial regulations. The ideal candidate will possess strong analytical skills and a passion for finance, making them a valuable asset in providing exceptional service to our clients.
Responsibilities
- Prepare and review tax returns for individuals and businesses, ensuring accuracy and compliance with federal, state, and local regulations.
- Conduct thorough research on tax laws and regulations to provide informed advice to clients.
- Assist clients in understanding their tax obligations and potential deductions or credits available to them.
- Maintain organized records of client information, documentation, and correspondence.
- Collaborate with team members to develop strategies for optimizing client tax situations.
- Stay updated on changes in tax legislation that may impact client accounts.
- Provide excellent customer service by addressing client inquiries and concerns promptly.
Experience
- Experience in personal and business in federal, state, and local tax preparation.
- PTIN preferred
- Previous experience in tax preparation or finance-related roles is required.
- Strong analytical skills with attention to detail and accuracy.
- Excellent verbal and written communication skills to effectively interact with clients and team members.
- Proficiency in Microsoft Office Suite.
- Ability to work independently as well as part of a collaborative team environment.
Join us at Maximum Tax Finance making a difference in the financial well-being of our clients and providing them with their Maximum Tax!
Job Type: Full-time
Pay: From $15.00 per hour
Expected hours: No more than 40 per week
Benefits:
- Employee discount
- Flexible schedule
- Professional development assistance
- Referral program
Compensation Package:
- Bonus opportunities
- Commission pay
- Hourly pay
Experience:
- tax preparation: 1 year (Required)
Language:
- Spanish (Preferred)
License/Certification:
- PTIN (Preferred)
- CPA (Preferred)
License/Certification:
- PTIN (Preferred)
- CPA (Preferred)
Ability to Commute:
- Philadelphia, PA 19139 (Required)
Work Location: In person
Salary : $15