Tax Preparer Job at TAXMONEY REFUND, New York, NY

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  • TAXMONEY REFUND
  • New York, NY

Job Description

Job Description

Job Description

Tax Preparer - [Full-Time/Part-Time/Seasonal]

Job Title: Tax Preparer

Location: [Brooklyn, NY]

Job Type: [Full-Time, Part-Time, Seasonal, Contract] Compensation: [Competitive hourly rate of $20 to $25]

About Us

[Company Name] is a [Briefly describe your firm, e.g., local accounting firm, dynamic financial services agency, community services non-profit] dedicated to providing accurate and reliable tax services for our clients. We pride ourselves on [mention a company value: e.g., exceptional customer service, meticulous attention to detail, supportive team environment].

Job Summary

We are seeking a detail-oriented and experienced Tax Preparer to join our team, primarily for the upcoming tax season. You will be responsible for accurately preparing and filing federal and state income tax returns for individuals and/or businesses while ensuring compliance with all tax laws and regulations. Bilingual(Spanish) is a plus

Key Responsibilities

  • Prepare and File Tax Returns: Accurately complete and file individual and/or business tax returns (e.g., 1040s, Schedule Cs, 1120s).

  • Client Consultation: Interview clients to gather necessary financial data and develop a comprehensive understanding of their financial situation.

  • Financial Analysis: Review W-2s, 1099s, income statements, and other financial documents to identify all eligible deductions and credits to maximize client returns and minimize liabilities.

  • Compliance & Research: Stay current with changing tax laws and regulations (IRS, state, and local) and apply them correctly.

  • Client Communication: Clearly explain complex tax concepts to clients and provide basic tax planning advice for future years.

  • Software Proficiency: Utilize professional tax preparation software (e.g., [mention specific software like UltraTax, Lacerte, TaxSlayer, etc.]) for accurate processing and e-filing.

Qualifications and Skills

  • Experience: [Minimum 1-2] years of experience preparing tax returns for [individuals and/or businesses].

  • Credentials (Preferred): Active PTIN required; Enrolled Agent (EA) or CPA status is a significant plus.

  • Education: [Associate's/Bachelor's] degree in Accounting, Finance, or a related field (or equivalent professional experience).

  • Technical Skills: Proficiency in [mention specific tax software] and advanced Microsoft Excel skills.

  • Core Competencies:

    • Meticulous Attention to Detail and strong organizational skills.

    • Excellent Verbal and Written Communication and customer service skills.

    • Strong Analytical and Problem-Solving abilities to handle complex tax scenarios.

    • Ability to work independently and manage multiple client deadlines efficiently

Job Tags

Hourly pay, Full time, Part time, Seasonal work, Local area

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