Tax Preparer

We are currently seeking a highly skilled and meticulous Tax Specialist proficient in Ultratax and Onvio to join our dynamic team. If you possess a robust background in individual tax preparation coupled with an unwavering commitment to precision, we encourage you to apply.

Job Description:
Position Overview: The Tax Specialist specializing in Ultratax and Onvio plays a pivotal role in our tax services department. This role involves accurately preparing and reviewing individual tax returns, delivering exceptional client service, and staying well-informed about tax regulations and updates.

KEY RESPONSIBILITIES:
1. Ultratax and Onvio Expertise: Leverage advanced knowledge of Ultratax and Onvio for efficient tax return preparation.
2. Data Collection: Systematically gather and organize client financial information to facilitate precise and streamlined tax return preparation.
3. Analysis: Scrutinize client documents to ensure compliance with tax regulations, identifying opportunities for deductions or credits.
4. Explanations: Clearly articulate tax concepts, changes in tax laws, and potential tax-saving opportunities to clients.
5. Review: Conduct comprehensive reviews of finalized tax returns, ensuring accuracy, adherence to regulations, and optimal tax outcomes for clients.
6. Documentation: Maintain meticulous documentation of client interactions, and tax return details, and address any issues encountered during the preparation process.
7. Continuous Learning: Stay abreast of changes in tax laws, regulations, and industry best practices to continuously enhance professional knowledge.
8. Compliance: Ensure all tax returns adhere to federal, state, and local tax regulations.

QUALIFICATIONS:
•Education: Bachelor’s degree in accounting, finance, or a related field.
•Experience: Minimum of 2 years as a Tax Specialist, focusing on Form 1040.
•Software Proficiency: Expertise in tax preparation software, particularly Ultratax and Onvio, along with proficiency in the Microsoft Office Suite.
•Tax Knowledge: Strong understanding of tax regulations, deductions, and credits pertaining to individual tax returns.
•Skills: Exceptional attention to detail, analytical skills, and effective communication and client service abilities.
•Certification: CPA or Enrolled Agent certification is a plus.