Tax preparer

Tax Preparer - This is a 100% fully remote opportunity. May be based anywhere in the United States. Must work 9am-5PM PST.

Competetive pay and excellent benefits!

We are a leading tax law firm in San Francisco looking for an experienced tax professional . The qualified candidate will be a competent tax preparer with experience in individual, corporate, and other areas of tax preparation .

We are a high-volume Firm looking for the right tax professional to join our collaborative, engaged and productive team.

Special consideration will be granted to individuals with international tax preparation experience.

GENERAL PURPOSE OF JOB

T he candidate will be a key member of the tax preparation and services team and will be responsible for performing individual and business / corporate tax return preparation.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Prepare tax returns using ProConnect Intuit software
• Document tax return work flow and notes as appropriate in the customer relationship management (CRM) and tax systems.
• Conduct or participate in client meetings both on the telephone and via zoom video conference.
• Client facing tasks to include answering client questions , responding to emails, and providing status updates .
• Ability to work in a remote team setting, collaborate with peers and contribute to over all success of the team.
• Performs various tasks and projects based on firm needs.

ADDITIONAL POSITION REQUIREMENTS

• Carry out duties in compliance with all federal and state regulations and guidelines.
• Comply with all company and site policies and procedures including but not limited to safety, standard operating procedures, and work instructions.
• Make a positive contribution to the department and team as demonstrated by :
• Learning new skills, procedures and processes.
• Consider and promote work methods that are focused on continuous improvement.
• Is available for other duties as required .
• Is available for overtime as needed.

SUPERVISORY RESPONSIBILITIES

None

QUALIFICATIONS :

EDUCATION and / or EXPERIENCE

• Five (5) years of prior tax preparation experience in a tax practice required .
• Must have PTIN number and must provide proof of 2023 renewal as a condition of employment.

LANGUAGE SKILLS

• Read, write, review, and interpret documents such as standard operating procedures, manuals, work instructions, tax forms, tax notices, financial reports, and other financial documents and records.
• Communicate clearly in writing and orally.

TAX PREPARER KNOWLEDGE & SKILLS

• Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment and meeting quality standards for services .
• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, and asking questions as appropriate .
• Speaking - Talking to others to convey information effectively.
• Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
• Service Orientation - Actively looking for ways to help people.

OTHER SKILLS, ABILITIES OR QUALIFICATIONS

• Demonstrated experience performing quality tax returns.
• Demonstrated experience with tax preparation practices and principles including relevant tax law and regulation changes that impact tax preparation activities.
• Knowledge of tax laws, tax concepts and familiarity with various individual, business and corporate entity forms and schedules.
• Demonstrate effective application of organizational skills, attention to detail , and documentation.
• Demonstrate Integrity, this job being honest and ethical in all activities always.
• Demonstrate effective collaboration and teamwork.
• Demonstrated experience entering data with quality and accuracy.
• Familiar with CRM and Tax systems.
• Computer skills :
• Proficient with tax software technology and solid knowledge of computer operations and software.
• Enter data into the firm CRM software (Canopy) and tax preparation software .
• Work and be proficient with Microsoft Suite including Word, Excel, and Outlook.

PHYSICAL DEMANDS

• While performing the duties of this job, the employee is frequently required to stand, walk, use hands to touch, handle or feel, and talk or hear.
• The employee is occasionally required to sit, reach with hands and arms, balance, and kneel.
• The employee must occasionally lift and / or move up to 10 pounds.
• Specific vision abilities required by this job include close vision and ability to adjust focus.

Last updated : 2024-11-21

Salary : $22 - $27