Job Description
Job Description
Job Description
Tax Preparer
Location: Ballston Lake, NY
Job Type: Full-Time/Part-Time/Seasonal
About Us
We are a fast-growing firm dedicated to providing excellent service to our clients. We are seeking a skilled and detail-oriented Tax Preparer to join our team for the upcoming tax season (with potential for ongoing work).
Responsibilities
- Prepare accurate and timely individual and/or business tax returns (1040, 1120, 1065, etc.).
- Review financial records, receipts, and other relevant documentation to ensure compliance.
- Advise clients on potential tax liabilities and deductions.
- Maintain confidentiality and uphold professional ethics in all client interactions.
- Stay current with changes in federal, state, and local tax laws.
- Provide excellent customer service by answering client questions and resolving issues.
Qualifications
- Prior experience as a Tax Preparer experience preferred.
- PTIN (Preparer Tax Identification Number) required.
- Knowledge of tax preparation software ProSeries preferred.
- Strong understanding of IRS and state tax regulations.
- Excellent attention to detail and organizational skills.
- Strong communication and customer service skills.
- [Optional: Enrolled Agent (EA) or CPA designation is a plus but not required.]
Company Description
Saranac Advisors Inc is a financial services company that provides services in the wealth management and tax services space. We provide a holistic approach and look to build long lasting relationships with our clients.
Company Description
Saranac Advisors Inc is a financial services company that provides services in the wealth management and tax services space. We provide a holistic approach and look to build long lasting relationships with our clients.
Job Tags
Full time, Part time, Local area,