Role:
Provide accurate, client-focused tax preparation and planning for individuals and small businesses.
Key Duties
- Conduct thorough client interviews to gather tax-relevant information.
- Review and analyze financial documents to ensure completeness and accuracy.
- Prepare and file federal and state tax returns using professional tax tools.
- Explain tax results clearly, including tax implications and next steps.
- Identify eligible deductions and credits to optimize outcomes.
- Recommend tax strategies in line with current tax law and compliance requirements.
Qualifications & Skills
- Strong understanding of federal and state tax preparation and compliance.
- Excellent analytical skills for evaluating financial information.
- Strong communication skills to translate complex tax information for clients.
- Detail-oriented and committed to accuracy and client service.
- Ability to learn and apply tools and guidance through training.
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