Tax Preparer

ROLE SUMMARY

We are looking for a strong and experienced Tax Preparer, to add to the strength of our client’s Tax Prep team. He/she will be responsible for processing various types of income tax returns and engaging with clients for tax-related processes and requirements.

SCHEDULE: 9 AM – 6 PM Pacific Standard Time, follows Philippine Holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS

·       Prepare federal and state individual and business income tax returns for current and past years using Intuit ProSeries tax software

·       Use IRS wage and income transcripts

·       Manage and complete tasks assigned by the department manager

·       Call clients to request information

·       Follow up with clients for signed tax returns

·       Prepare personal, business, S-Corp, LLCs, etc.

·       Meet strict tax return preparation quotas and deadlines

·       Advise clients about the tax preparation process and answer their questions as needed

QUALIFICATIONS

·       Bachelor’s degree in Accounting or Finance or minimum 3 years of experience preparing tax returns at a firm

·       Registration with the IRS with a valid PTIN required

·       CTEC or Enrolled Agent license required

·       Experience using tax software such as Pro Series preferred

·       Experience preparing C-Corp, Payroll, Trust & Partnership returns a plus

·       Strong and effective communication skills with a knack for clearly explaining the big picture to clients

·       Strong sense of urgency and accountability and responsive to client communications

·       Proficient in speaking, reading, and writing English

·       Advanced level of phone skills (i.e., well-spoken, active listener, empathetic, proper grammar, and vocabulary)

·       Experience in a multi-client environment

·       Analytical skills with particular attention to detail

·       Aptitude in data management, analytics, reporting preparation