Experienced Tax Preparer

Experienced Tax Preparer Diversified Strategies Financial Svcs, Inc. - 5.0 Virginia Beach, VA Job Details Part-time $25 - $30 an hour 1 day ago Benefits Flexible schedule Qualifications Interpersonal skills Tax accounting Attention to detail QuickBooks Tax experience Full Job Description We are seeking a motivated and detail-oriented Experienced Tax Preparer to join our dynamic team. In this role, you will handle complex individual (1040) and business (1120, 1120S, 1065) tax returns, conduct client interviews, and offer tax planning strategies.

Key Responsibilities:

Tax Preparation:

Prepare and review complex federal, state, and local, when applicable, tax returns for individuals, partnerships and corporations.

Client Consultations:

Conduct one-on-one client interviews to gather financial information, explain tax codes, and advise on tax planning strategies.

Accuracy & Review:

Ensure high-level accuracy by performing thorough reviews of financial documents (W2s, 1099s, K1s) and checking for potential audit triggers.

Tax Research:

Research complex tax issues and stat updated on changing federal and Virginia state tax laws.

Software Utilization:

Work within a nearly paperless environment using tax software (Drake, ProSeries, and/or TaxWise). Gather and analyze financial data using accounting software such as QuickBooks.

Client Retention:

Build lasting relationships and provide exceptional client service to ensure retention.

Qualifications & Skills Experience:

Minimum of 3+ seasons of recent experience preparing complex tax return in a tax practice or public accounting setting.

Credentials:

Enrolled Agent (EA) or CPA certification preferred, but not required. Must have an active PTIN and CAF number.

Software Proficiency:

Strong knowledge of electronic filing software, Microsoft Office Suite, and Google Workspace.

Technical Knowledge:

Deep understanding of tax laws, credits, and deductions (specifically QBI, rental property, and small business expenses.)

Benefits and Hours:

Competitive hourly rate: $25 - $30 per hour Flexible scheduling, extended scheduling during peak tax season hours (January - April) Opportunity for year-round part-time work.

Pay:

$25.00 - $30.00 per hour

Benefits:

Flexible schedule Application Question(s): Are you willing to undergo a background check?

Experience:

tax preparation: 3 years (Required)

Work Location:

In person