TAX PREPARER

JOB FUNCTION: Finance & Accounting
JOB TYPE: Direct Hire
LOCATION: Los Altos, CA

COMPENSATION: $50k - $90k
MINIMUM EDUCATION: Associate's Degree
POSTED: May 14, 2019

Our client is a successful locally-owned and operated Accounting firm looking to expand its team. The firm has been in business for over 14 years, and this Tax Preparer role is a great opportunity to find a company focused on lasting relationships. This role can be Full-Time or Part Time depending on your availability.

Salary: $50K – $90K Annual Salary DOE

Position Overview: This Tax Preparer will have the ability to set a flexible schedule during off season, and will have the great opportunity to work within a people-oriented business to build lasting relationships. The Tax Preparer will possess a love for the industry, and a demonstrated ability of learning quickly and working intimately with small offices.

Responsibilities of the Tax Preparer:

  • Compute taxes owed by following tax code
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses
  • Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government
  • Uncover potential deductions and credits
  • Advise against potential tax liabilities
  • Ensure clients do not pay unnecessary taxes
  • Review financial records such as income statements and documentation of expenditures
  • Interview clients to get a thorough picture of financial situation
  • Verify totals on past forms for accuracy
  • Calculate and invoice for form preparation fees
  • Consult tax law handbooks for especially difficult tax returns
  • Recommend additional products and services
  • Prepare tax returns using electronic filing software
  • Ensure a copy of the completed return is provided to the customer

Qualifications for the Tax Preparer:

  • At least 1 year in tax preparation is required, 3+ years is highly preferred – compensation is commensurate with experience
  • Excellent customer service skills required
  • Strong written and verbal communication required
  • Strong mathematics and analytical skills required
  • Must be able to resolve customer complaints

Education Requirements:

  • High School Diploma or GED equivalent required
  • Bachelor’s Degree strongly preferred
  • A degree in Finance, Accounting, Economics or any related field preferred

Benefits: Eligible for Atrium Care Package

POSITION ID: 74093

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