Overview
Compass CPAs & Advisors, LLC has an immediate opening for a Junior Tax Preparer with income tax preparation experience. This position requires an enthusiastic quick learner, a problem solver, strong math and reconciliation skills, and a positive CAN-DO attitude. In addition, the successful candidate will be extremely detail oriented with excellent communication skills, dependable, and work well in a casual but fast-paced environment.
As a tax preparer, you will be building relationships as a trusted tax professional with clients. You will be part of a professional team in a small-sized CPA firm where you can quickly learn new skills and work in a casual and flexible environment.
Responsibilities:
Prepare accurate tax returns for individuals or businesses
Review and collect financial records from clients to determine appropriate tax deductions
Stay updated on tax laws and regulations to ensure compliance
Communicate effectively with clients to gather necessary information for tax preparation
Utilize accounting software, including QuickBooks, to facilitate the tax preparation process
Study and assist with implementation of new workflow systems to increase efficiency and automation of internal processes
What you need:
Previous experience with individual, trust, and/or partnership tax returns a plus
Skills for providing extraordinary customer service, including strong interpersonal skills, while meeting deadlines
Excellent verbal and written communication skills
Ability to work independently AND thrive in a fast-paced work environment
Strong technical skills and ability to learn new software
Experience in accounting, finance, retail, bookkeeping or taxes is a plus
Bachelor’s degree in Accounting/Tax is a plus
Attention to detail and accuracy in data entry
CPA/EA candidates is a plus
Increasingly complex tax laws have created more questions for the average taxpayer, and there has become a greater need for guidance. That's why at Compass CPAs & Advisors, LLC we expect our professionals to do more than just prepare tax returns, we want them to analyze client data and consider all potential solutions. We provide the opportunity to gain hands-on experience with these intricate tax issues by participating in the full tax preparation process. Every day is different as you research issues, consult with clients, prepare simple to complex returns, and navigate elaborate tax law. Our tax preparers not only need to have the drive to continually learn and understand the tax code, but also to enjoy communicating it to the client!
Job Type: Flexible
Pay: to be discussed
Experience level: 2 years and under
Education: Bachelor's (Required)
Work Location: Remote
