We are seeking a knowledgeable and detail-oriented Tax Preparer to join our team. In this role, you will be responsible for preparing tax returns and ensuring that our clients are fully compliant with U.S. tax laws. You will work closely with both businesses and individuals, reviewing financial records, calculating tax liabilities, and providing expert advice on tax-related matters. This position requires strong analytical skills, attention to detail, and the ability to communicate complex information clearly to clients.
- Prepare accurate tax returns for clients, ensuring compliance with all legal requirements.
- Review and verify financial documents, including income statements and previous tax returns.
- Conduct client interviews to gather necessary information about taxable income, deductible expenses, and allowances.
- Calculate client tax liabilities using tax forms, tables, and specialized software.
- Provide clients with detailed explanations of their tax returns and offer guidance on tax planning strategies.
- Schedule and conduct meetings with clients to discuss tax-related matters and address any concerns.
- Assist clients in resolving tax-related disputes, acting as a mediator when necessary.
- Stay informed about the latest tax laws and regulations to ensure up-to-date compliance.
Skills and Qualifications - Great attention to detail and accuracy in calculations.
- Strong skills in Microsoft Excel, Word, and tax preparation software.
- Ability to analyze and solve financial problems.
- Skill in identifying the right credits and deductions for clients.
- Good decision-making and judgment.
- Fluency in English and Punjabi, with strong communication and writing skills.
- Good customer service skills, with the ability to build and maintain client relationships.
- Experience working in a fast-paced environment is a plus.
- Familiarity with data entry and tax preparation tools.