CPA Tax Preparation Asst.

At Marci Shafto CPA, we are dedicated to providing professional and personalized financial guidance to individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements and financial planning. Our team is committed to helping our clients achieve their financial goals through our expertise, experience, and team mentality.

We’re on the lookout for a CPA Tax Preparation Assistant who’s not just organized and efficient but also genuinely excited to contribute to our team’s success. This role is pivotal, involving the preparation and filing of tax returns, adept management of documents, and savvy use of accounting software. If you have a knack for detail, a mastery of Excel and Drake Software, and the ability to juggle tasks with a smile, we’d love to meet you.

Responsibilities

Assist in preparing and filing tax returns for a diverse client base using Drake Software.
Efficiently manage and organize a high volume of PDF documents related to client tax filings.
Utilize Excel proficiently to track, analyze, and report financial data.
Maintain high accuracy and compliance in all tax documents prepared.
Address and solve complex tax-related problems with innovative and practical solutions.
Collaborate with our team to maintain efficient workflow and meet tight deadlines during tax season.
Demonstrate excellent communication skills, with a focus on maintaining high-quality client interactions.

Requirements

Previous experience in a US tax preparation role required
Strong familiarity with tax preparation software, specifically Drake Software.
Familiarity with US IRS Tax forms
Advanced skills in Microsoft Excel for financial analysis and data management.
Capable of handling a high volume of documents with exceptional organizational skills.
Demonstrated problem-solving abilities and a detail-oriented approach.
Effective communication skills, with proficiency in English to match our team’s dynamic.
Available to work additional hours as needed during the tax season to meet client deadlines.

Start date: March 20, 2024
Health benefits: HMO insurance provided for you and dependents after 90 days of hire