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Tax Professional
(Part time, with year-round hours)
Job description
Position Summary
This position is responsible for the preparation of tax returns for business and personal clients. Our company handles federal and state (Arizona, and other states) tax returns for small businesses and individual business owners. The types of returns prepared are 1120, 1120S, 1065, and 1040.
This is a growth position, with a flexible work schedule, and partial work-from-home options. (Must be Arizona-based.)
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Coaching clients to implement tax strategies;
- Conducting working sessions with clients to prepare for tax season;
- Assisting firm with reaching compliance goals;
- Preparing tax returns;
- Performing quality reviews of tax returns;
- Managing the tax preparation process and preparing and filing tax documents for clients who have dropped off or scanned in their tax documents.
- Using knowledge of tax laws to review and research tax advantages for each client.
- Conducting self-reviews of tax preparations by printing summary reviews and ensuring all information being submitted is accurate.
- Updating journal entries for clients through Quickbooks accounting software.
- Have knowledge of federal and state tax credits, and be able to communicate tax planning strategies with clients.
- Ensuring the confidentiality of each client by following all company procedures regarding information handling.
- Establishing and nurturing professional relationships with all clients and vendors.
- Comfortable working in and maintaining a paperless office environment.
- We use Drake tax software, ClickUp workflow management, and Dubsado for client relationship management.
*The individual in this position has the opportunity to grow into a full-time client-facing role, based on their overall performance, with additional responsibilities.