Job Description
Job Overview :
We are seeking a detail-oriented and experienced Tax Preparer to join our team. The ideal candidate will have a strong background in tax preparation, data entry, and document management. This is an on-site, full-time position with responsibilities including tax filing, data entry, and client communication.
Key Responsibilities :
- Prepare and process tax documents, including 1099s, retirement income, and stock transactions. US TAX EXPERIENCE.
- Utilize Drake Software for tax preparation and filing or similar.
- Perform data entry tasks, including transcribing and entering information from documents into relevant platforms.
- Review documents and identify missing or incomplete information.
- Manage client information and interact with clients through email and phone calls.
- Use QuickBooks (Plus) for bookkeeping and data management.
- Scan, organize, and upload documents using the designated platform.
- Maintain an organized tax client hub for managing client data.
Technical Requirements
Required Skills and Experience :
Proficiency in Microsoft Excel and general Microsoft Office tools.At least 2+ years of experience in tax preparation or related fields.Strong attention to detail and the ability to spot discrepancies or missing information.Ability to work with tax-related software, particularly Drake Software or similar, QuickBooks Plus, and other client management tools.Excellent communication skills, both written and verbal.Ability to handle client interactions via email and phone calls.