What are the responsibilities and job description for the Tax Preparer (Seasonal) position at Sr. Tax Advisory Group?
At Senior Tax Advisory Group, we talk a lot about culture and team. In fact, we rather obsess about it. Without a transformative culture, we cannot begin to elevate and celebrate the lives of our clients and be ourselves changed for the good in the process. So, we seek great hearts, other people like us, who care and want to do work that matters. We select people like us who believe that the most satisfying life is one that is outward-bound and rooted in servant leadership.
Required Qualifications:
- A minimum of 3 years extensive experience in the preparation and review of income tax returns
- Knowledge of tax preparation software - UltraTax and/or SurePrep is a plus
- A thorough knowledge of the tax process is required
- The ability to work with retiree and near retiree clients is a must
- Able to work in a team environment
- Have a servant's heart
Job Responsibilities
- Interview clients, collect information on taxable and non-taxable income, deductible expenses and allowances, and available credits.
- Prepare or assist in preparing simple to complex tax returns for individuals and small businesses.
- Consult tax law reference handbooks as needed
- Prepare work papers that support and cross reference to the tax return.
This is a great opportunity for any experienced tax preparer, especially a retired or semi-retired CPA, Enrolled Agent.
Generous Pay and Bonuses!
Salary : $20 - $25