What are the responsibilities and job description for the Tax Preparer position at WALLACE CONSULTING?
Job Description
Job Description
Benefits :Job Summary
We are seeking a knowledgeable and experienced Tax Preparer to join our team. In this role, you will prepare clients tax filings and advise them on strategies to maximize savings and make sound financial decisions. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of tax laws and best practices in tax preparation.
Responsibilities
- Educate clients on the tax submission process
- Analyze income statements, previous tax returns, and other financial records to determine taxable income
- Provide sound advice to clients on minimizing their tax obligations
- File taxes in an accurate and timely manner
- Communicate with tax authorities when necessary
- Bachelors degree in accounting or a related field
- Valid Preparer Tax Identification Number (PTIN)
- Previous experience as a Tax Preparer
- Knowledge of federal and state tax laws
- Skilled in Microsoft and tax preparation software; preferably Drake Software
- Excellent mathematical and analytical skills
- Strong verbal and written communication skills
Qualifications