In keeping with the mission of the company, you are eager to contribute to the Tax Preparation Team in delivering the best possible customer experience. You will interact with clients by phone and email to facilitate the delivery of accounting services to individuals and small businesses. You will work closely with senior level Accountants to ensure our clients’ tax and bookkeeping needs are met at the highest standards. Our experienced teams will rely on you to collaborate in the delivery of our product offering which includes accounting services such as; tax preparation, bookkeeping and payroll. You will assist senior level accountants in managing a portfolio of clients.
Your success will be measured on; productivity, quality and timeliness of completing returns, and on client relationship management. Your goal will be to develop a relationship as a trusted partner with your team of Dedicated Accountants and Tax Analysts.
Preparation of individual (1040) and business tax returns (1120, 1120s,1165) and associated schedules.
Meet or exceed all productivity deadlines, goals, and established client or management expectations.
Preparation of client's’ financial statements using various bookkeeping software.
Provide tax consulting to individuals and small businesses over the telephone in an effort to help clients minimize their tax liabilities.
Assists clients during audits and other related inquiries
Keep up to date on tax laws and pursue industry related designations (EA/CPA).
Bachelor's degree or equivalent customer experience within administrative services (accounting and finance preferred).
Two years experience preparing personal and corporate tax returns.
EA license, CPA certification (we will consider candidates working towards these designations).
Proficiency in the use of spreadsheets, tax preparation and bookkeeping software (Lacerte is a plus)
Strong verbal and written communication skills including effectively presenting information over the telephone.
Who You Are:
You adhere to a consultative approach. You strive to acquire information by asking discovery questions and you demonstrate effective listening skills. You exude confidence regarding our subject matter. You are honest and professional in providing ideas and alternative points of view. You educate your clients so that they are comfortable making their own decisions. You are quick to develop a relationship of trust and are viewed as a trusted adviser.
You are analytical. You have fun synthesizing complex and diverse information; collecting and researching data and you use intuition and experience to complement data. You are comfortable designing work flows and procedures to ensure deadlines are achieved.
Being dependable is important to you. You are comfortable following instructions and taking direction from management. You are keen to take responsibility for own actions and keep commitments.