Communicate with clients regarding tax documentation, questions, and concerns
Prepare and review federal, state, and local individual and business tax returns
Provide tax planning and consulting services to clients
Collaborate with team members to deliver exceptional client service
Maintain up-to-date knowledge of tax laws, regulations, and filing requirements
We are currently hiring Tax Preparer / Enrolled Agent to support our expanding practice. In this role, you will prepare and review individual and business tax returns, advise clients on tax planning strategies, and ensure compliance with federal, state, and local regulations.
Ensure accuracy and compliance with professional standards and deadlines
Assist with audits, IRS or state correspondence, and related matters
Excellent analytical, organizational, and problem-solving skills
Ability to manage multiple deadlines and prioritize tasks effectively
Proficiency with tax preparation software and Microsoft Office
Enrolled Agent (EA) designation preferred but not required; CPA is a plus
Proven experience in tax preparation, preferably in a public accounting or tax services environment
Strong knowledge of federal, state, and local tax regulations