Tax Preparer - This is a 100% fully remote opportunity. May be based anywhere in the United States. Must work 9am-5pm PST.
We are a leading tax law firm in San Francisco looking for an experienced tax preparer. The qualified candidate will be a competent tax preparer with the demonstrated ability to provide our clients accurate and timely tax preparation services including but not limited to individual and business state and federal returns. The candidate must have proven experience using Proseries. We are a high-volume Firm looking for the right tax preparer professionals to join our collaborative, engaged and productive team.
GENERAL PURPOSE OF JOB
The incumbent is a key member of the tax preparation and services team and is responsible for preparation of federal and state individual, corporate, partnership and other entity returns for our clients including but not limited to source document review, analysis of financial records, data entry of client financial information, data accuracy and integrity, client meetings, communication, and customer service, and filing approved returns electronically and in paper when required by federal or state agencies.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- Perform analysis of client financial records and perform calculations and data entry of information to prepare individual, business, corporate and partnership tax returns.
- Gather, organize, and accurately enter customer data entry into federal and state tax returns for credentialed tax expert review.
- Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
- Compute taxes owed or overpaid, using computers and tax software, and complete entries on forms, following tax form instructions and tax tables.
- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
- Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Conduct client meetings both on the telephone and via zoom video conference.
- Customer service tasks to include answering client questions and providing requested information to clients.
ADDITIONAL POSITION REQUIREMENTS
- Demonstrate a high level of quality customer interactions and experiences.
- Demonstrated experience working in a remote capacity while maintaining productivity and performance standards.
- Demonstrated comfort interacting with clients through video, in a professional way that represents our firm professionally.
- Carries out duties in compliance with all federal and state regulations and guidelines.
- Is available for overtime as needed.
SUPERVISORY RESPONSIBILITIES
QUALIFICATIONS
EDUCATION and/or EXPERIENCE
- Bachelor's degree in finance, accounting, or tax required plus three (3) year of hands-on experience performing tax preparation in a professional environment; or a Highschool Diploma or GED required plus five (5) years of hands-on experience performing tax preparation in a professional environment.
- Must have at least 2 years of experience using Proseries tax software.
- Must have five (5) seasons of paid Tax Preparation experience including individual, corporate, and partnership returns, with a minimum of 30 tax returns per tax year.
- Prior tax preparation experience in a tax practice or retail setting required.
- Must have PTIN number and must provide proof of 2023 renewal as a condition of employment.
PHYSICAL DEMANDS
- While performing the duties of this job, the employee is frequently required to stand, walk, use hands to touch, handle or feel, and talk or hear.
- The employee is occasionally required to sit, reach with hands and arms, balance, and kneel.
- The employee must occasionally lift and/or move up to 10 pounds.
- Specific vision abilities required by this job include close vision and ability to adjust focus.