Tax Preparer
Prepares and reviews U.S. federal and state business tax returns under the supervision of a CPA, while advising international clients and handling tax inquiries. Requires PTIN eligibility, business tax preparation experience, strong analytical and communication skills, and familiarity with relevant U.S. tax forms.
About the job
Responsibilities
- Work with the CPA to provide tax guidance and service to clients worldwide.
- Collaborate with team members to timely and accurately file tax returns during tax season.
- Communicate with clients to answer tax-related questions and inquiries.
- Manage client inquiries throughout the year, including webcam or phone calls as needed.
- Prepare tax calculations, input data, and research information needed to resolve filing questions.
- Input client data into federal and state tax returns for CPA review.
Requirements
- Active PTIN or the ability to obtain one before tax season.
- Comfortable communicating with coworkers, managers, and clients in a telework environment via webcam.
- Experience preparing and reviewing federal and state business income tax returns.
- Experience preparing quarterly estimates and handling tax notices and disputes.
- Familiarity with Forms 1120, 5472, and 1065.
- Comfortable working in a startup environment and navigating ambiguity or changing priorities.
- Strong critical-thinking, reasoning, emotional-intelligence, organizational, and analytical skills.
- Effective written and oral English communication skills.
Preferred Qualifications
- Active CPA or EA, or plans to obtain one.
- Experience researching United States tax information.
- Familiarity with Intuit tax products.
- Familiarity with Wave, QuickBooks, or other small-business accounting software.
Compensation and Benefits
- Permanent position.
- Generous paid time off and sick leave.
- Direct experience working with the lead CPA on tax filing processes.
- Free food and snacks, and dog-friendly office benefits for employees working in the New York City office.
Skills
Federal Tax Returns, State Tax Returns, Form 1120, Form 5472, Form 1065, Quickbooks, Wave, Intuit Tax Products, Ptin, Tax Research, Quarterly Tax Estimates, Tax Notices
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