Tax Preparer
Business Name: Smoll and Banning CPA's LLC
Email: dslattery@smollbanning.com, accepts marketing: false
Number: 6202256100
Job Title: Tax Preparer
Short Description: Tax Preparer
Job Type: Full Time
Job Category: Accounting & Finance
How to Apply: Email resume and cover letter to dslattery@smollbanning.com
Application Deadline: January 03, 2025
Job Open Date: October 17, 2024
Full Description: Position Summary:
*** Student Loan Assistance available to qualified applicants ***
Preparation of individual and small business tax returns, as well as payroll and sales tax reports. The position requires preparation of standard accounting work papers and financial statements. Candidate is teachable and has high work standards. Opportunity for advancement. Background check is required.
Required Experience and Education:
• Bachelor’s degree (or greater) in accounting
• On course to sit for CPA exam
Summary of Tax Preparer’s Major Duties and Responsibilities:
• Responsible for organizing accurate client tax records and preparing simple to complex individual and small business tax returns; previous use of ProSystem fx Tax is a plus
• Preparation of payroll, sales tax, and 1099 reports and forms;
• Maintain in-depth knowledge and appropriate application of current accounting rules and applicable federal, state and local tax laws to determine accurate income, deductions, and tax credits
• Recognize complex technical issues, reaches appropriate conclusions, and applies authoritative sources to support conclusions
• Anticipate problem areas and questions that will arise during the course of a project
• Ensure top quality client service at all times
• Demonstrate effective time management and ability to multitask
• Comply with all firm policies and procedures
• Maintain client confidentiality at all times
• Maintain accurate time and expense records to ensure proper client billing
• Other duties as assigned
Desired Skills, Abilities and Characteristics:
• Prior experience with Microsoft Word, Excel, and Outlook; and Quickbooks
• Professional and mature attitude, exhibiting integrity, energy, enthusiasm, dedication, and commitment
• Effectively communicate through oral and written means
• Excellent organizational skills and professionalism and the ability to work well with others
• Aptitude to learn and effectively use multiple software applications
Working Conditions:
Office hours (minimum expectation):
• Mid-April through December 8:00 a.m. to 5:00 p.m. Monday through Friday. Regular 40-hour work weeks.
• January through mid-April minimum: 8:00 a.m. to 6:00 p.m. Monday through Thursday, 8:00 a.m. to 5:00 p.m. Friday; and 8:00 a.m. to noon Saturday. Typically, 50- to 60- hour work weeks. Time off during this period is limited to necessary requests.
• Additional hours may be required as deadlines approach.
Benefits:
• Paid time off
• 401(k) including employer matching contribution
• Health and dental insurance
• Flex spending account
• Life insurance