Job Description
We have an immediate opening for a SeasonalTax Preparer/Tax Associate to join our team. This is a remote (work from home) position.
The Tax Associate is responsible for interviewing members through virtual tools and preparing accurate income tax returns. The Tax Associate will assist members and respond to tax related questions which includes assisting them with tax planning. This position will require the Associate to be proficient in researching tax issues and communicating the research findings. The Tax Associate will also prepare communications to the IRS and work with members to obtain supporting documentation for correspondence.
Primary Responsibilities:
- Overseeing tax engagements to ensure tax returns are accurate and ensuring efficient flow of tax returns.
- Preparing tax returns for members by leveraging source documents provided by the member which includes understanding the members’ tax situation.
- Performing tax-related research for members based on intermedia to complex tax topics and communicating findings to the members. This includes providing a recommendation if applicable.
- Corresponding with the IRS on behalf of the member in a timely manner which includes analyzing tax notices and drafting correspondences.
- Identifying opportunities to expand our service offerings to our members through a consultative approach.
Requirements:
- Education: Bachelor’s degree in Business Administration, Finance, Accounting, Economics, or a related field.
- Certification: Preparer Tax Identification Number (PTIN)
- Experience preparing income tax returns, 1040, 1120-S, 1065 & 990.
- Experience with multi-state tax returns.
- Experience with professional tax software. Understanding and working knowledge of the US Tax Code and California Tax Code.
Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.