Tax Preparer

Tax Preparer

DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.

Job Summary:

The Tax Preparer is responsible for accurately preparing and timely filing tax returns, while ensuring adequate backup support and resolving tax-related issues.

Duties/Responsibilities:

• Accurately prepare federal, state, and local tax returns and extensions - individual, corporate, partnership, and trust returns – in compliance with all applicable laws and regulations.
• Review tax information supplied by clients and request open items, as needed.
• Perform tax research.
• Manage assignments and ensure tasks are completed timely and accurately. Escalate issues to manager as needed for resolution.
• Become familiar with the firm's policies and procedures.
• Ensure the confidentiality of each client by following all company procedures regarding information handling

Required Skills/Abilities:

• Knowledge of tax laws, tax concepts, and familiarity with the form 1040 and all schedules.
• Annual tax update or other relevant continuing education.
• Willingness to utilize audio/visual tools to communicate with customers.
• Strong problem solving and research skills, and the ability to quickly use online resources to find answers.
• Well-developed technical troubleshooting skills.
• Exceptional analytical skills and attention to detail.
• Excellent communication and interpersonal skills, with the ability to effectively interact with clients and team members.

Education, Experience, and Licensing:

• Minimum of two years of professional tax preparation experience. Business tax preparation experience is a plus.
• Bachelor's degree in Accounting, Finance, or related field required.
• Experience with tax preparation software.
• PTIN is a plus but not required.
• EA or CPA a plus but not required.

Physical Requirements:

• Prolonged periods sitting or standing at a desk and working on a computer.
• This is an in-office position.

This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the team member. They may change, or new ones may be assigned at any time with or without notice.

DBHW Wealth Partners is an Equal Opportunity Employer.