Who We Are Maggi Tax Advisory & Financial Group is a boutique financial planning, tax, and investment advisory firm dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized service, expert advice, and a warm, welcoming environment for our clients. We are seeking a motivated and detail-oriented Tax Preparer to join our team. The Tax Preparer will prepare tax returns for individuals, companies, or organizations under the guidance of a certified public accountant. The Tax Preparer may also assist accountants with preparation of returns for complex businesses, trusts, and nonprofit organizations. What You Will Be Doing Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities. Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation. Reviews all supplied financial information for accuracy. Uses the Drake software to prepare tax returns. Calculates taxes owed or refunds due to client; consults tax law publications for guidance on unusual situations. Submits tax returns to accountant for review. Presents approved returns to clients. Files tax returns for clients. Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses. Performs other related duties as assigned. What We're Looking For High School Diploma or Equivalent (Required) 2+ Years Bookkeeping/Accounting Experience (Required) Proficiency with Microsoft Office Suite, Including Excel (Required) Basic Math Skills (Required) Proficiency with QuickBooks or Other Accounting Software (Required) Associate or bachelor's degree (Preferred) Prior Experience 2-3 years minimum working in Tax Preparation Industry (Preferred) Tax Preparation Experience 2-to 3 years (Required) Knowledge of Tax Laws (Required) Clear and Professional Communication (Verbal and Written) Strong Interpersonal and Customer Service Skills Strong Attention to Detail and Organizational Skills Ability to Learn and Adapt to Changes Drake software ( Preferred ) Location St Pete office or Oldsmar location Check Us Out!

Website:

https://maggitax.com/ If you think we'd make a great match, apply today!

Benefits:

401(k) Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance

Work Location:

In person