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Montgomery & Associates, PLLC

Tax Preparer

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Job Description

Overview We are seeking a detail-oriented and knowledgeable Tax Preparer to join our team. This role is essential in assisting clients with their tax preparation needs, ensuring compliance with tax laws, and providing exceptional customer service. The ideal candidate will possess a strong understanding of financial concepts, tax regulations, and excellent analytical skills. Responsibilities Prepare federal and state tax returns for individuals and businesses. Review client provided documents. Utilize Drake Tax Software to enter and verify return data. Support the tax team in ensuring timely and accurate filings. Maintain up-to-date knowledge of tax laws, regulations, and industry trends. Assist clients in understanding their tax obligations and provide guidance on tax-saving strategies. Skills 2+ years minimum experience of tax preparation. Preferred experience preparing tax returns using Drake Tax Software or similar platforms. Experience using QuickBooks Online and Desktop software. Strong analytical and organizational skills with attention to detail. Strong knowledge of accounting principles, financial concepts, and technical accounting practices. Excellent math skills with the ability to perform calculations accurately. Familiarity with Excel, Outlook, and Word. Effective communication skills for interacting with clients and team members. We invite qualified candidates who are passionate about helping clients navigate their tax responsibilities to apply for this rewarding opportunity.
Pay:
$20.00 - $27.00 per hour
Work Location:
In person