Full Time Tax Preparer

Hantz Tax & Business

Job title
Tax Associate

Reports to
District Manager

Position Summary
Work as part of the tax team to complete tax projections and prepare returns for clients.

Duties and responsibilities

Analyze Tax Liability

Prepare Tax Projections

Meet assigned goals

Attend meetings and trainings

Work with the Tax Team to assist in servicing clients

Comply with all industry rules and regulations

All other tasks assigned

Knowledge, Skills, and Abilities

Ability to effectively manage competing priorities

Strong sense of professional and personal accountability

Basic computer skills and experience with Microsoft Office applications

Strong written and verbal communication skills

Strong work ethic

Highly motivated and a self-starter

Strong leadership qualities and an entrepreneurial spirit

Education and Experience

Bachelor’s Degree in Accounting, Finance, or related field preferred

Ability to obtain Enrolled Agent designation

Ability to obtain active Preparer Tax Identification Number (PTIN)

Supervisory Responsibilities
There are no supervisory responsibilities for this position.

Physical Demands
The physical demands listed are representative of the minimum requirements to be met in order to successfully perform the essential functions of this job.

While performing the duties of the position, the employee will regularly be required to speak and listen. Frequently the employee will be required to stand, walk, and sit for varying durations.

Work Environment
The working environment is similar to a professional open office setting.

The role requires the employee to use equipment such as photocopiers, computers, phones, fax machines, filing cabinets, and other office equipment as needed.

Expected Hours
The Tax Associate schedule will vary, but generally will include shifts working before, during, and after the regular hours of operation. Regular hours of operation are Monday-Friday 8am-6pm.

Travel
Travel to additional offices may be required.

Work Authorizations / Security Clearances
This position requires the employee to satisfactorily complete a background check.

Additional Information
The requirements listed are representative of the knowledge, skills, and abilities that are required. Reasonable accommodations may be made to enable individuals with known disabilities to perform the essential functions of the position.

This description is not intended to contain a comprehensive overview of the activities, duties, and responsibilities that are required of the employee for the position. The activities, duties, and responsibilities are subject to change at any time with or without notice.

This job description is not intended to be an employment contract. All employment is at-will.

Full-Time Position

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