Tax Preparer
Locations: Rochester, NY
Our small, yet growing firm currently has an opening for an experienced tax professional to join our friendly and fast paced office (located in Greece/Gates, New York area) for the upcoming tax preparation season. During tax season (i.e. late January through mid April), the role offers a flexible work week (Monday through Saturday, including two evenings).
Job Description:
In this role you will primarily be responsible for preparing complete and accurate tax returns while delivering outstanding client service. Duties include, but are not limited to:
- Conducting thorough interviews with potential clients, both in person and via the phone
- Completing all related tax forms in accordance with policies, and in compliance with legislation and regulations
- Researching tax related questions and issues while responding to clients appropriately and within a timely manner
- Reviewing all tax return forms for accuracy and completeness prior to submitting
- Maintaining a positive image
Must Have Qualifications:
- Experience preparing complex individual 1040s with Schedules A,B,C,D & E
- Experience preparing Corporate Tax returns (1120, 1120S and 1065)
- General bookkeeping or accounting knowledge
- Possess a valid and active Preparer Tax Identification Number (PTIN)
- Pleasant personality with a demonstrated ability of providing excellent customer service
- Strong verbal and written communication skills with the ability to effectively communicate in person and via phone
- The ability to work independently – organize and prioritize client returns
- Experience working in a fast-paced environment
- Experience with Federal/State tax resolution services
Qualifications:
- Tax preparation 5 years (Preferred)
- EA, CPA or AFSP (Preferred)
Job Types: Part-time, Temporary
Schedule: Monday to Saturday
Supplemental Pay:
- Bonus pay
- Commission pay
