Tax Preparer

Company: Richard B. Homes, CPA, LLC
Location: Mount Pleasant
Posted on: January 21, 2023

Job Description:

Remote--

We're hiring a skilled tax professional to help our clients file taxes more efficiently. Applicants should be strong communicators who can simplify complex tax information and provide excellent customer service. If you pride yourself on a high level of accuracy in your work and love helping people, please apply today!

Responsibilities:

Help the client plan for future tax payments and tell them what actions they can take to pay less later on
Set up meetings with clients to provide a consultation and a price quote
Handle tax filings in an organized, secure manner to ensure each client's privacy is protected
Tell clients about the tax process and what the deadlines are to make sure everything gets turned in on time
--- Analyze each client's financial records, including their income statements and previous tax returns to calculate the amount of taxable income each client possesses
--- Review each tax form to make sure everything is accurate and ensure tax compliance
--- Researches technical tax matters and documents such as research in the client's work papers
--- Prepares complex income tax returns, including consolidated and multi-state tax returns
--- Coordinates the scheduling of tax journal entries with the client and assists in making such journal entries in the client's Quickbooks files or another accounting system
--- Demonstrates effective project management skills
--- Inspires teamwork and responsibility by engaging team members
--- Prepares invoices and details of fees to clients

Qualifications:

Five years of experience working as a tax preparer
Experience using standard tax software to file returns
Bachelor's degree in accounting, finance, or related field required
Solid written and verbal communication skills
Proficient computer skills and experience with Microsoft Excel


About Company:
Richard has over 20 years of experience in accounting and tax services, business consulting, mergers, and acquisitions. He began the practice in 2003, which has grown primarily through the referrals of clients who have been pleased with the reliable service and expertise of the firm and its associates.

Community and family are important to Richard. He serves on the board of several companies. Last year, the company sponsored Outreach Ministries, Florence Crittenton, and Hospice through the Alan Fleming Tennis Tournament on Seabrook Island.



Benefits

Health Benefits401k matchingPaid Holidays and PTO available for FT positions

Keywords: Richard B. Homes, CPA, LLC, Mount Pleasant , Tax Preparer, Accounting, Auditing , Mount Pleasant, South Carolina