Seasoned Tax Preparer

Fast paced work environment must be flexible and adaptable. Customer service is the top priority. Must be CTEC certified or EA with a minimum of 5 years in the industry.

The Tax Preparer is responsible for working with the firm’s clients to understand their tax situation fully and maximize their tax benefits within the boundaries of tax law. This will include data entering tax information, analyzing the returns, and requesting missing information. This position works closely with other team members to ensure that client requests and preliminary draft returns are ready for review within a reasonable timeframe.

Leiman Tax Group is looking for someone with a passion for taxes and has experience of working in a tax firm.

The tax team uses Drake Software. We will have prepared over 2,500 returns for the 2022 tax return year, with a near 80/20 percent split of individual and business entity tax returns.

The Tax Preparer has certain hybrid positions between the tax team and other teams. This is designed to increase exposure to Leiman Tax Group activities and improve overall skills integral to the culture of the tax firm.

Job Duties:

· You will be working collaboratively with the tax team (Senior Tax Preparer and Junior Tax Preparer(s)) and be a direct report to the Senior Tax Preparer

· Prepare individual and business entity tax returns from start to finish.

· Prepare complex tax returns, problem solve and analyze

· Resolving tax notices and other issues

· Researching complex or unusual tax questions and drafting memos and conclusions

· Providing insight and helping guide the firm toward success- no gate keepers of information.

· Assisting in workflow and tax return production

· Other tasks related to taxes and mitigation strategies

· Reviewing tax returns at request of Senior Tax Preparer

Requirements

Qualifications:

· Currently CTEC certified or EA with 5 or more years of complex tax experience, working in a tax firm environment with tax return signature authority.

· Self-starter with attention to detail

· Must have the ability to work with minimal supervision or oversight.

· Must have Senior Tax preparer potential. Senior Tax Preparer potential is a qualitative assessment made by the Senior Tax Preparer involving several factors which include, advancing the firms interests, corresponding with clients, and answering their questions, analyzing the tax returns for potential discrepancies, or missing information and closing individual and business entity tax returns.

Benefits

Compensation:

· Based on Experience and 90 day review

· Starting hourly rate: $35+ per hour (Depending on Experience)

Perks & Benefits:

· Negotiable based on level of experience and 90-day review: Benefits, Health, 401K

· Generous PTO Policy & 8 Paid Holidays

· Bonuses if offered based on efficiency, quality of tax returns prepared. Bonuses, if offered, are considered addition to total compensation.