JOB SUMMARY

JOB DESCRIPTION

Tax Preparation

• Assist in preparing federal, state, and local tax returns for individuals, corporations, partnerships, and other entities

• Organize and review client-provided financial information, ensuring accuracy and completeness

• Use tax software and tools to input data, calculate tax liabilities, deductions, and credits

Research and Analysis

• Conduct tax research to interpret and apply relevant tax laws, regulations, and guidelines

• Analyze financial statements, records, and documentation to identify tax-saving opportunities and compliance issues

• Assist in preparing tax projections and estimates to guide clients in making informed financial decisions

Client Communication

• Communicate with clients to gather necessary information and address inquiries related to tax matters

• Assist in explaining tax concepts and implications to clients in a clear and understandable manner

• Collaborate with internal team to provide timely updates and recommendations to clients on their tax situations

Compliance and Documentation

• Ensure adherence to tax regulations and deadlines, filing tax returns accurately and timely

• Maintain organized and comprehensive tax files and documentation for each client engagement

• Assist in tracking changes in tax laws and regulations and their potential impact on clients

Team Collaboration

• Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices

• Support senior team members in complex tax projects, including audits and specialized tax services

• Participate in internal training sessions to enhance your technical skills and stay updated on industry trends

Supervisory responsibilities

• None

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift to 15 pounds at a time