Tax Preparer

WALLACE CONSULTING

Tax Preparer

Crown Point, IN
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Dental insurance

    Health insurance

    Opportunity for advancement

    Paid time off

    Vision insurance

    Job Summary

    We are seeking a knowledgeable and experienced Tax Preparer to join our team. In this role, you will prepare clients’ tax filings and advise them on strategies to maximize savings and make sound financial decisions. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of tax laws and best practices in tax preparation.

    Responsibilities

    Educate clients on the tax submission process

    Analyze income statements, previous tax returns, and other financial records to determine taxable income

    Provide sound advice to clients on minimizing their tax obligations

    File taxes in an accurate and timely manner

    Communicate with tax authorities when necessary

    Qualifications

    Bachelor’s degree in accounting or a related field

    Valid Preparer Tax Identification Number (PTIN)

    Previous experience as a Tax Preparer

    Knowledge of federal and state tax laws

    Skilled in Microsoft and tax preparation software; preferably Drake Software

    Excellent mathematical and analytical skills

    Strong verbal and written communication skills