Tax Preparer Position Available In Palm Beach, Florida
Tallo's Job Summary: This job listing in Palm Beach - FL has been recently added. Tallo will add a summary here for this job shortly.
Job Description
Tax Preparer Newity LLC West Palm Beach, FL Job Details Full-time Estimated:
$49.1K – $63.8K a year 16 hours ago Benefits Dental insurance 401(k) Paid time off Employee discount Qualifications Spanish Microsoft Excel Customer service English Mid-level 3 years Accounting Tax experience Full Job Description Job Summary Newnity has more than 10 years of experience in Florida, providing tax compliance services and personalized advice to help you establish a solid financial foundation We are seeking a tax preparer to ensure regulatory compliance in tax preparation and other services, while also facilitating client communication. This on-site position is ideal for dynamic, organized professionals with a customer-service mindset looking to grow in a rapidly expanding company. Responsibilities Prepare business tax returns with accuracy and completeness of tax-related documentation, including personal taxes as well. Attend to clients in person and over the phone. Record accurate data in CRM and tax platforms. Assist in reconciling tax data with financial records. Provide customer service and offer new services Ensure collection of payments and complete documentation. Participate in retention and referral campaigns. Work as part of a team to meet department goals. Help ensure company compliance with federal, state, and international tax regulations. Monitor changes in tax laws and assist in updating internal procedures accordingly. Maintain organized records for audit and compliance purposes. Experience 3 years with proven experience in preparing business tax returns Willingness to work on site to oversee operations and assist clients personally. Experience in positions requiring on-site customer service. Fluent in Spanish and English Proficiency in Excel. Familiarity with CRM and tax software (Crosslink is a plus). Strong understanding of U.S. tax forms and regulations. Join our team and grow your career in a professional, client-focused environment! Be part of a company that values professionalism, excellence, and innovation.
Job Type:
Full-time Expected hours: 40 per week
Benefits:
401(k) Dental insurance Employee discount Paid time off
Work Location:
Hybrid remote in West Palm Beach, FL 33415
