What are the responsibilities and job description for the Tax Professional position at Shockley Bookkeeping & Tax Services Inc?
Description
We are looking for a tax professional to help our clients prepare and file their taxes. You'll provide guidance on how businesses can minimize their tax liability now and how they can optimize their tax payment for the long term. Our ideal candidate is someone who can help clients easily navigate the complex world of taxes and enjoys helping people. Sound like a job you'll love? Apply today!
Responsibilities
- Serve as a liaison between tax authorities and the client, submitting the final tax forms on their behalf
- Handle tax filing in an organized, secure manner to ensure each client's privacy is protected
- Advise the client on tax planning steps they can take to ensure they fulfill all tax obligations and continue to pay the minimum amount of taxes in the future
- Honor client privacy by keeping confidential documents safe and organized
- Inform customers about the process for submitting their income tax returns and be clear about the deadlines to ensure clients' taxes are filed on time
- Analyze each client's financial records, including their income statements and previous tax returns to calculate the amount of taxable income each client possesses
- Use all eligible tax benefits for the client
Qualifications