Submitting tax forms on behalf of clients to pay the appropriate amount and maximize the client’s return. Their duties include interviewing clients about their income and expenses, auditing account details and acting as a liaison between clients and the IRS.
Responsibilities:
- Prepare individual and business tax returns
- Review tax source documents for completeness and accuracy
- Conduct tax research to support tax planning and compliance efforts
- Assist with handling federal and state tax notices
- Maintain detailed and organized tax files, including documenting all relevant information and supporting documents for tax returns
- Assist with administrative tasks. Sending engagement letters, following up on signatures for tax returns, filling 1009.
Requirements
- Basic working knowledge of individuals, LLCs, Partnerships, S-corporations, and corporations and the tax issues relating to each type of taxpayer
- Knowledge in Lacerte tax software (MUST)
- Proficient with technology and bookkeeping
- Effective written and verbal communication and interpersonal skills.
- Strong analytical and deductive reasoning skills
- Detail oriented
- Strong organizational and time management skills, with the ability to effectively manage a variety of projects accurately and simultaneously within strict deadlines
Mindrift
betstamp
Precoa
Ancora Education
Welo Data