Job Description
- Setting up meetings with clients.
- Advising clients about the tax preparation process.
- Prepare tax returns, payments, necessary paperwork, and reports.
- Handling communication from clients and tax authorities.
- Auditing all tax forms for completeness and accuracy.
- Providing future tax planning to clients.
- Securing repeat business and expanding the client base.
- Analyzing tax data submitted by the client to maximize the outcome for the client.
- Assess and research difficult tax issues to identify solutions.
- Ensure you comply with regulations by forwarding required information to federal, state, and local authorities.
- Offer support and guidance during audits.
- Keep track of industry trends and changes related to taxes.
- Registered Tax Return Preparer Test completed.
- Registration with the IRS with a valid PTIN.
- Minimum of 2 years experience.
- Computer literate.
- Strong oral and written communication skills.
- Must ensure confidentiality.