you will play a key role in assisting our clients with their tax compliance and reporting needs
You will work closely with our tax team to gather financial information, prepare tax returns, and ensure that our clients remain in compliance with tax laws and regulations
Your attention to detail and understanding of tax codes will contribute to our clients financial well-being
Key Responsibilities:
Tax Return Preparation: Assist in preparing and reviewing tax returns for individuals, businesses, or organizations, ensuring accuracy and compliance with tax laws
Client Interaction: Communicate with clients to gather necessary financial information, answer questions, and provide tax-related advice
Tax Research: Stay informed about changes in tax laws and regulations and conduct research to ensure accurate tax filings
Financial Analysis: Analyze financial data, including income statements, balance sheets, and other documents, to calculate tax liabilities
Tax Planning: Assist in tax planning activities, such as estimating tax liabilities and identifying tax-saving opportunities
Documentation: Maintain organized records of financial documents, tax returns, and client correspondence
Filing and Compliance: File tax returns electronically or by mail, ensuring timely submission to tax authorities
Tax Audits: Assist in responding to tax audits and inquiries from tax authorities, providing requested documentation and information
Client Education: Educate clients on tax-related matters, including tax deductions, credits, and strategies for reducing tax liabilities
Team Collaboration: Work closely with tax team members to share knowledge and expertise and ensure high-quality service to clients
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field (Master's degree or CPA certification is a plus)
Proven experience in tax preparation and compliance
Strong knowledge of tax laws, regulations, and procedures
Proficiency in tax preparation software and financial analysis tools
Excellent analytical, problem-solving, and mathematical skills
Strong attention to detail and organizational skills
Effective communication and interpersonal abilities
Ethical and principled approach to tax compliance
Ability to work independently and as part of a team
Familiarity with accounting software and Microsoft Excel