Senior Tax Preparer Shurson Group Rochester, MN Job Details Full-time $60,000 - $100,000 a year 1 day ago Benefits 401(k) Paid time off Parental leave 401(k) matching Employee discount Professional development assistance Flexible schedule Life insurance Retirement plan Qualifications Customer relationship building Bachelor of Science Greeting customers Research Bachelor's degree Attention to detail Customer relationship management
QuickBooks Full Job Description Job Summary:
This position will be responsible for the preparation and advising of individual income tax returns.
Key Result:
Preparing federal and state income tax returns for individuals.
Key Objectives:
Knowledge of federal and state income tax laws Providing tax structure knowledge, best practices and more Advising and recruiting new clients Customer relationship management Participates in business and community functions, and professional, charitable or civic organizations
Key Responsibilities:
You will demonstrate full responsibility for: Tax returns: Prepare and file individual income tax returns Advise clients on withholding, quarterly estimated tax payments, tax strategy and more Research new tax trends and regulations
Customer Service Management:
Responsive communication with clients Deliverables provided on time
Advising:
Knowledge of potential tax impacts Best practices based on industry
Skills and Abilities:
Strong customer relationship skills Responsive Team player Open-minded Driven Resourceful Pays attention to detail
BA/BS in Accounting 3-5 years of experience in tax accounting field Active
PTIN IRS
Enrolled Agent or CPA Preferred Knowledge of QuickBooks Desktop Pro and QuickBooks Online versions Preferred Interest in learning Nonprofit (990) and Trust (1041) returns
Preferred Requirements:
Trustworthy and loyal : We deal with client's sensitive information on a very deep level. This is the number one priority for all staff. Must be personable and responsible : We display a friendly demeanor that people can count on. Needs to take initiative and be a team player : We all work together to ensure everyone's success. Make clients feel welcomed and taken care of : Display understanding and empathy for their questions. Exude a fun, youthful energy : If you are stuffy and dated, this is not the place for you. Confident in a professional setting : Defying stereotypes by being very knowledgeable and sure of yourself.
Job Type:
Full-time Pay:
$60,000.00 - $100,000.00 per year
Benefits:
401(k) 401(k) matching Employee discount Flexible schedule Life insurance Paid time off Parental leave Professional development assistance Retirement plan