Tax Preparer Job at Phaxis, New York, NY

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  • Phaxis
  • New York, NY

Job Description

A highly responsive and professional CPA firm is looking to immediately hire a Tax Preparer to join their New York office. The firm has been in business nearly 40 years with 6 US based offices and 2 international offices. The firm's mission is to help foreign investors establishing their business in the U.S. and support them during their growth and development. The firm provides outstanding service to their cients professionalism, responsiveness and quality.

A Tax Preparer will be responsible for submitting tax forms on behalf of clients to pay the appropriate amount and maximize the client's return. The duties will include interviewing clients about their income and expenses, auditing account details and acting as a liaison between clients and the IRS.

Responsibilities include:

  • Informing clients or employers on the tax preparation process
  • Collecting relevant financial records, including pay stubs and income statements
  • Inputting data from financial records into tax return software or databases
  • Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return
  • Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities
  • Acting as a representative for clients with applicable agencies as required
  • Building customer relationships to promote and expand the business

Qualifications for the position:

  • 3+ years tax preparation experience
  • Must have EA or CPA
  • In-depth knowledge of applicable tax laws, regulations and deadlines
  • Proficiency with common tax preparation, word processing and spreadsheet software applications
  • Familiarity with the tax return submission and confirmation process, including how to navigate the IRS and other government entity online platforms
  • Excellent customer service skills, including patience and flexibility
  • Great organizational skills, including time management and strategic thinking
  • Strong written and verbal communication skills
  • Keen attention to detail

Job Tags

Local area, Immediate start,

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