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CM TAX AND FINANCIAL SERVICES

Tax Preparer/Office Manager

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Job Description

Overview Join our dynamic team as a Tax Preparer and Office Manager, where you will play a vital role in delivering exceptional tax services while efficiently managing office operations. This energetic position combines technical tax expertise with strong organizational skills, offering an engaging environment for those passionate about accounting, finance, and client service. You will be at the forefront of preparing accurate tax returns, ensuring compliance with tax laws, and fostering positive relationships with clients. If you thrive in a fast-paced setting and have a knack for financial concepts and software, this opportunity is perfect for you to grow your career while making a meaningful impact. Responsibilities Prepare individual, partnership, and corporate tax returns using tax preparation software, ensuring accuracy and compliance with current tax laws Manage daily office operations, including scheduling appointments, maintaining client records, and overseeing administrative tasks Communicate effectively with clients to gather necessary documents, explain tax strategies, and answer questions about their filings Utilize accounting software such as QuickBooks and Sage to perform bookkeeping, financial reporting, and analysis for clients Stay updated on changes in tax law and regulations to provide accurate advice and ensure all filings meet legal standards Assist in client acquisition through marketing efforts and providing excellent customer service to build lasting relationships Conduct analysis of financial documents to identify deductions, credits, and opportunities for optimal tax outcomes Requirements Proven experience in tax preparation, including individual and partnership tax expertise; corporate tax knowledge is a plus Strong understanding of accounting principles, financial concepts, and public accounting practices Proficiency with tax reporting tools and software such as Tax Software Suite; familiarity with QuickBooks, Sage, and other financial software is essential Excellent communication skills for client interaction and team collaboration Demonstrated ability to handle multiple tasks efficiently while maintaining attention to detail in math and data entry (10 key typing skills) Knowledge of tax law regulations related to individual, partnership, and corporate taxes; experience with partnership tax is highly desirable Ability to analyze financial documents accurately and prepare comprehensive reports in a timely manner Strong organizational skills with the ability to manage office operations smoothly in a fast-paced environment We are committed to supporting your professional growth by providing opportunities to develop your expertise in tax law, accounting software, and client management. If you are energetic about finance and dedicated to delivering top-tier service while managing office functions seamlessly, we invite you to apply!
Pay:
$15.00 - $18.00 per hour Expected hours: 30.0 per week
Benefits:
Professional development assistance
Work Location:
In person

Benefits

  • Professional Development
  • Dental Insurance