Looking for a Tax Preparer that would like to Join a Great Team! Position Available In Duval, Florida
Tallo's Job Summary:
Job Description
Job Description:
POSITION SUMMARY
Prepares various Federal and State returns, schedules and forms inaccordance with federal and state requirements to meet the timesensitive needs of both our legal representatives and theirclients. Determine tax liability for individuals or business firmsaccording to prescribed laws and regulations.
ESSENTIAL FUNCTIONS
? Prepare individual and corporate income tax returns and sales andexcise tax returns. ? Review filed tax returns to determine whether claimed tax creditsand deductions are allowed by law. ? Maintain knowledge of tax code changes, and of accountingprocedures and theory to properly evaluate information. ? Maintain records for each case, including contacts, telephonenumbers, and actions taken. ? Contact clients to address discrepancies and to requestsupporting documentation. ? Confer with taxpayers or their representatives to discuss theissues, laws, and regulations involved in returns, and to resolveproblems with returns. ? Answer questions from taxpayers and assist them in completing taxforms. ? Check tax forms to verify that names and taxpayer identificationnumbers are correct, that computations have been performedcorrectly, or that amounts match those on supportingdocumentation. ? Enter tax return information into computers for processing. ? Conduct investigations of income tax returns to verifyinformation or to amend tax liabilities.
POSITION QUALIFICATIONS
The ideal candidate will have an in depth knowledge of taxpreparation, complex technical topics and specialized information.
Excellent communication skills will allow them to communicate andeducate internal and external customers as needed. They willperform with a highest degree of accuracy, be very detail orientedand organized. The ideal candidate is always focused on customerservice and implements research and analytical skills to providethe best end results for our clients. Candidates must bedependable, adaptable and be able to work independently withminimal supervision. Only candidates who possess strong work ethicsand interpersonal skills will be considered.
SKILLS & ABILITIES
Education:
Associate?s Degree (two year college or technicalschool) or
Work Equivalent, Field of Study:
Accounting orBusiness Bachelor?s Degree (four year college or technical school)
Preferred, Field of Study:
Accounting or Business Experience:
Minimum 2 years Tax Preparation with significant caseload Minimum 2 years experience in
Customer Service Computer Skills:
Proficient with tax preparation software; prefer Drake Proficient with Microsoft Word and Excel Experience with CRM desirable
Certifications & Licenses:
IRS-issued Preparer Tax Identification Number required Current in certifications required to maintain credentials
Other Requirements:
Proficient use of English language, (speaking,application and comprehension), bi-lingual is a plus! We are anequal employment opportunity employer and will consider allqualified candidates without regard to disability or protectedveteran status.