Tax Preparer

Description: Ta-Check Financial is seeking an experienced Tax Preparer to join our team from February - August. In this position you'll play a vital role in helping clients navigate their tax obligations with ease and confidence.

As a Tax Preparer, you'll be part of a dynamic environment, providing expert guidance, ensuring compliance, and maximizing tax benefits. If you're detail-oriented and passionate about delivering exceptional client service, we invite you to apply and become a key contributor to our success.

We are seeking to add multiple Tax Preparers to work from either our Fairview Park or Strongsville, OH office.

Job Responsibilities

• Prepare and review individual and business tax returns.

• Analyze financial statements and records to determine tax liability.

• Stay updated on tax laws and regulations to ensure compliance.

• Advise clients on tax planning and strategies to minimize tax liabilities.

• Gather and organize client financial information and documents.

• Identify potential tax credits and deductions to increase client savings.

• Respond to client inquiries and provide guidance on tax-related issues.

• Assist with audits, including preparation of audit documents and representation.

• Maintain confidentiality and protect sensitive client information.

• Collaborate with team members to resolve complex tax issues.

• Ensure all tax return submissions are accurate and timely.

• Use tax software to complete and file tax returns efficiently.

• Develop and maintain strong client relationships through effective communication.

• Continuously improve knowledge and skills through training and professional development.

Requirements:

• Bachelor's degree in Accounting, Finance, or a related field.

• Certified Public Accountant (CPA) designation or Enrolled Agent (EA) certification preferred.

• Minimum of 2 years of experience in tax preparation.

• Proficient in tax preparation software, similar platforms such as: Lacerte, TurboTax, H&R Block.

• Strong knowledge of federal and state tax regulations and filing procedures.

• Excellent mathematical and analytical skills.

• Detail-oriented with a high degree of accuracy.

• Ability to handle sensitive and confidential information with discretion.

• Strong organizational and time-management skills.

• Excellent communication skills, both written and verbal.

• Ability to work independently and as part of a team.

• Proficiency in Microsoft Office Suite, especially Excel.

• Ability to manage multiple clients and meet deadlines.

• Familiarity with electronic submission and e-filing systems.

• Ongoing commitment to professional development and staying updated on tax law changes.

PI-7514