Tax Preparer

Job Description

Job Description

Description:

Ta-Check Financial is seeking an experienced Tax Preparer to join our team from February – August. In this position you'll play a vital role in helping clients navigate their tax obligations with ease and confidence. 

As a Tax Preparer, you'll be part of a dynamic environment, providing expert guidance, ensuring compliance, and maximizing tax benefits. If you're detail-oriented and passionate about delivering exceptional client service, we invite you to apply and become a key contributor to our success.

We are seeking to add multiple Tax Preparers to work from either our Fairview Park or Strongsville office. 

Job Responsibilities

• Prepare and review individual and business tax returns.
• Analyze financial statements and records to determine tax liability.
• Stay updated on tax laws and regulations to ensure compliance.
• Advise clients on tax planning and strategies to minimize tax liabilities.
• Gather and organize client financial information and documents.
• Identify potential tax credits and deductions to increase client savings.
• Respond to client inquiries and provide guidance on tax-related issues.
• Assist with audits, including preparation of audit documents and representation.
• Maintain confidentiality and protect sensitive client information.
• Collaborate with team members to resolve complex tax issues.
• Ensure all tax return submissions are accurate and timely.
• Use tax software to complete and file tax returns efficiently.
• Develop and maintain strong client relationships through effective communication.
• Continuously improve knowledge and skills through training and professional development.

Requirements:

• Bachelor's degree in Accounting, Finance, or a related field.
• Certified Public Accountant (CPA) designation or Enrolled Agent (EA) certification preferred.
• Minimum of 2 years of experience in tax preparation.
• Proficient in tax preparation software, similar platforms such as: Lacerte, TurboTax, H&R Block.
• Strong knowledge of federal and state tax regulations and filing procedures.
• Excellent mathematical and analytical skills.
• Detail-oriented with a high degree of accuracy.
• Ability to handle sensitive and confidential information with discretion.
• Strong organizational and time-management skills.
• Excellent communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite, especially Excel.
• Ability to manage multiple clients and meet deadlines.
• Familiarity with electronic submission and e-filing systems.
• Ongoing commitment to professional development and staying updated on tax law changes.