We are a growing CPA firm located in DUMBO Brooklyn looking for a dynamic individual to join our practice as a Virtual Tax Associate / Tax Preparer.
Our firm provides tax planning, tax preparation, and accounting services to small business and individuals. We help our clients become financially successful and cash-strong by implementing various tax-saving and cash-saving opportunities. Our goal is to provide quality service to our clients and fulfilling and exciting opportunities to our staff.
TAX PREPARER POSITION
We are looking for a dynamic, experienced tax preparer for full-time position. A candidate should have experience preparing individual and business tax returns and have bookkeeping/Quickbooks experience. This is an excellent opportunity for someone who is interested in working in a growing CPA firm that focuses on providing services to small businesses.
RESPONSIBILITIES AND DUTIES
Preparing and reviewing income tax returns: Business and Individual
Preparing sales tax returns and reviewing payroll tax returns prepared by outsourced payroll service
Reviewing financial records such as income statements and general ledger to determine forms needed to prepare tax returns
Providing estimated tax planning to clients
Consulting tax law reference materials to determine procedures for preparation of atypical returns
Researching tax-related questions and issues and responding to clients appropriately and within a timely manner.
Contacting IRS and state tax authorities and creating a course of action to resolve clients’ tax issues
Preparing Forms 1099-MISC
Conducting thorough in-person or virtual interviews with existing and potential clients
Delivering exceptional customer service by anticipating customer needs and considering the impact of all decisions/actions on the customer
Training new tax associates, if needed
Assisting with general administrative functions of the office
SKILLS AND EXPERIENCE
Recent experience preparing federal and state individual tax returns (must have 3 or more years of continuous experience)
Recent experience preparing S corporation, C corporation, and Partnership tax returns (must have 2 or more years of experience
A Bachelor’s degree supported by relevant work experience
Proficiency in Microsoft Word and Excel; Google Drive, ShareFile, QuickBooks, and tax preparation software (UltraTax CS is a plus)
Enrolled Agent license is required
PTIN is required
Excellent written and verbal communication skills. Must be able to communicate clearly and concisely with team members and clients
Strong interpersonal and customer service skills
Ability to prioritize and multitask
Ability to work in a fast paced environment with minimal supervision
Very strong attention to detail. Must be thorough and accurate.
Strong work and personal ethics
Roll-up-your-sleeves mentality as we are a small team and everyone gets their hands dirty to get stuff done