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Tax Preparer
Warrensburg, MO
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Mary E Nussbaum CFP, EA

Tax Preparer

Job Description

Overview Join our dynamic team as a Tax Preparer where you will play a vital role in delivering exceptional client service while ensuring accurate and efficient tax preparation. This position offers an exciting opportunity to combine your accounting expertise with front-office responsibilities, creating a lively and engaging work environment. You will be the first point of contact for clients, guiding them through their tax needs and providing professional support that keeps our office running smoothly. Your energetic approach and attention to detail will help clients feel confident and valued every step of the way. Duties Prepare individual and small business tax returns using accounting software such as Drake, QuickBooks, and Excel Greet clients warmly, manage appointment scheduling, and handle incoming calls with enthusiasm and professionalism Collect and verify client documentation, ensuring completeness for accurate tax preparation Maintain up-to-date knowledge of tax laws and regulations to ensure compliance and maximize client refunds Provide excellent customer service by addressing client inquiries promptly and professionally, fostering long-term relationships Requirements Experience in tax preparation, accounting, or related financial roles with strong tax knowledge Solid understanding of financial concepts, bookkeeping, and accounting practices Strong analysis skills combined with math proficiency and attention to detail for accurate data handling Excellent customer service skills with the ability to communicate complex information clearly Proficiency in 10-key typing for efficient data entry and processing Ability to multitask effectively in a fast-paced environment while maintaining a positive attitude This role is ideal for motivated individuals eager to develop their expertise in tax preparation while delivering outstanding service. We are committed to supporting your growth through ongoing training opportunities and a vibrant team environment. Join us to make a meaningful impact on our clients' financial well-being while advancing your career in a lively, supportive setting!
Work Location:
In person
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