Tax Preparer
Purpose of the role:
A Tax Preparer’s role is to efficiently complete tax returns for clients.
- Reports to: Tax Manager
- Hours: Part-time or full-time available
The Ideal Candidate
An upbeat, multi-tasker, that has great attention to detail. The Tax Preparer should put the client first, be a team player, have patience, and the ability to promote the Core Values of Rulien & Associates.
Key Responsibilities & Duties:
- Prepare and ensure assigned tax returns are tracked and filed correctly
- Communicate and manage deadlines with assigned clients
- Communicate with clients on missing items
- Manage client projects
- Update notes and information within projects/ project manager software
- Organize and track client information for tax records
- Complete any review notes within 1-3 days of receiving
- Continue education and maintain knowledge on the latest software, technologies, and tax laws
- Request additional internal training / questions thru Operations manager timely to keep deadlines moving
- Other duties as assigned
Work Experience, Skills & Strengths
- Tax return experience preferred
- Ability to learn new software
- Ability to write professional emails
- Good customer service skills
Academic, Certifications & Trade Qualifications
- High school graduate or GED required
- College degree in accounting / finance preferred
- QuickBooks® experience preferred