Tax Professional

Benefits : 401(k)

401(k) matching

Competitive salary

Health insurance

Benefits / Perks

Careers Advancement Opportunities

Flexible Scheduling

Competitive Compensation

Job Summary

We are seeking a knowledgeable Tax Professional 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

Conduct initial meetings with potential clients to discuss the services offered and estimates of cost

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 or Master's degree in accounting or a related field

Valid Preparer Tax Identification Number (PTIN)

Previous experience as a Tax Professional

CPA or EA a plus

Knowledge of federal and state tax laws

Skilled in Microsoft Excel and accounting software

Excellent mathematical and analytical skills

Strong verbal and written communication skills