Job description
Duties:
- Reviewing client’s data to determine any missing data
- Conduct tax interviews via phone
- Entering the client’s tax information into the software
- Prepare federal and multi-state tax returns for LLCs, partnerships, and corporations.
- Prepare federal and state tax returns for individuals including all schedules associated
- Assist in satisfying various federal and state compliance functions such as foreign disclosure forms, form 1099’s, etc.
- Analyze third-party information such as schedule K-1s and Profit and Loss statements.
- Prepare payroll tax, state sales tax, and heavy highway vehicle returns
Requirements:
- CTEC or EA or CPA
- Minimum 3 years of experience
- Experience with Drake software (preferred)
- Great positive attitude
- Great organization skills
- Excellent written and verbal skills
- Commitment and passion
- Confidence
- Analytical
- Reliable
- Thrive in a fast-paced sales environment
- Must ensure confidentiality
