Tax Preparer / Virtual Assistant (Part-Time)

The Role:

We are seeking a skilled and experienced Tax Preparer to join our team. The ideal candidate will have a strong background in preparing taxes for both businesses and individuals, proficiency in Drake tax software, and excellent general computing skills. 

This role requires strong communication, organizational, and attention to detail skills to ensure accurate and efficient tax preparation. The ideal candidate MUST have 5 to 10 years of experience in solid tax work, continuously for US firms. The ideal person MUST have great analytical skills to compare data from year to year, identify when something changes, and use discretion in how tax clients' situations change so that effective communication can be made with clients.

Key Responsibilities:

• Prepare and tax returns for individuals and businesses.
• Reading and collecting Clients' documents
• Organizing clients' documents and tax data to make sure we have 100% of what is needed before tax work begins
• If anything is missing, or if there are any questions, follow up with the client to get the missing items to complete the client's files.
• Labeling and renaming client documents according to specific instructions
• Tax Data Entry into Drake Software
• Checking off items on PDF documents as they enter the data
• Reading the diagnostic messages in the tax software, researching, and following the prompts to fix the diagnostic errors.
• Tax Research
• Knowledge of US federal and state tax regulations.
• Knowledge of US tax forms and their uses

Skills / Experience: 

• Tax Forms: Complete all relevant tax forms, including but not limited to:
  • Form 1040 (Individual Income Tax Return)
  • Form 1120 (Corporate Income Tax Return)
  • Form 1120-S (Corporate Income Tax Return)
  • Form 1065 (Partnership Income Tax Return)
  • Form 990 series (Nonprofit Tax-exempt organizations)
  • Form 1041 (Estate and Trust): not much
  • Form 1099 (Miscellaneous Income) if necessary
• Software Proficiency:
  • Utilize Drake tax software for tax preparation and filing.
  • Maintain up-to-date knowledge of software updates and tax law changes.
• General Computing Skills:
  • Use Adobe Acrobat for document management and editing.
  • Create and manage spreadsheets in Google Sheets and Microsoft Excel.
  • Ensure accurate data entry and record-keeping.
• Communication and Client Interaction:
  • Communicate effectively with clients to gather necessary information and provide updates on tax return status.
  • Address client inquiries and provide tax-related advice as needed
• Organizational Skills:
  • Organize and manage multiple tax returns and client files simultaneously.
  • Maintain a systematic approach to document management and filing.
• Attention to Detail:
  • Review all tax documents for accuracy and completeness.
  • Identify and resolve discrepancies in financial records and tax returns.

Requirements:

• Proven experience in tax preparation for both businesses and individuals.
• Proficiency in Drake tax software.
• Strong general computing skills, including Adobe Acrobat, Google Sheets, and Microsoft Excel.
• Excellent communication skills, both written and verbal.
• Strong organizational skills and the ability to manage multiple tasks simultaneously.
• High attention to detail and accuracy in work.