Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Tax Preparer
Job
Alpha 1 Tax & Wealth
Denver, CO (In Person)
$87,500 Salary, Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
41
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Job description Tax preparer with CPA or EA credentials earned or in process. You will be working in a fast-growing Wealth Management firm, preparing various types of tax returns and tax projection scenarios. The candidate must have a minimum of 2 years' experience preparing Federal and state individual, trust, estate, and business returns. You must be knowledgeable about the latest legislation and regulations, detail-oriented, comfortable analyzing tax data, interviewing clients, reviewing tax forms for completeness and accuracy, and ensuring the highest standards of confidentiality and customer service. This role is an in-person tax preparer intended to be present in the office to meet with clients. This role will be based in our DTC office but may cover tax needs at our other office in Thornton. Your previous work experience, an EA or CPA earned or in process, is highly desired for this role. You will play a pivotal role in our company's financial operations, ensuring compliance with the law and accuracy in reporting. Your contribution will be instrumental in our success. Responsibilities Prepare and or review individual, business, and trust tax returns. Interviewing clients Friendly and pleasant demeanor Work with advisors to provide tax-efficient solutions to client needs Draft client and advisor communications on behalf of the tax department Stay informed on industry developments and changes in regulations Skills Proven work experience as an Enrolled Agent or Certified Public Accountant Thorough knowledge of accounting and taxing authority procedures Experience with UltraTax and CS Planner a plus Intermediate or better Excel knowledge to work with data quickly Excellent analytical skills with attention to detail Integrity, with an ability to handle confidential information Self-sufficient work ethic to take on and follow through on tasks independently