Responsibilities: Prepare and file accurate tax returns for individuals, businesses, estates, and trusts, adhering to IRS guidelines and deadlines.- Review financial records, receipts, and other relevant documents to ensure completeness and accuracy in tax reporting.
Identify tax-saving opportunities and deductions to minimize clients tax liabilities while remaining compliant with tax laws.
- Tax Planning and Advisory:
Provide proactive tax planning advice to clients, considering their financial goals, business activities, and personal circumstances.- Advise clients on tax implications of various financial decisions, such as investments, retirement planning, and estate planning.
Develop strategies to optimize tax efficiency and mitigate risks of audits or penalties.
- Client Communication and Relationship Management:
Serve as the primary point of contact for clients regarding tax-related matters, addressing their inquiries and providing timely updates.- Cultivate strong relationships with clients by understanding their needs and providing personalized tax solutions.
Educate clients on tax laws, regulations, and changes that may impact their financial situation.
- Compliance and Representation:
Represent clients in tax audits, examinations, and disputes with tax authorities, advocating on their behalf to achieve favorable outcomes.- Ensure compliance with federal and state tax laws, staying abreast of regulatory updates and changes that affect clients tax obligations.
Maintain accurate records and documentation to support tax filings and representations before tax authorities.
Job Types: Full-time, Permanent
Pay: 40,
- 00 - 50,000.00 per month
Schedule: - Day shift
* Morning shift
Experience:
- total work: 1 year (Preferred)
Work Location: In person
