Tax Preparer Job at Saranac Tax Services LLC, Ballston Lake, NY

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  • Saranac Tax Services LLC
  • Ballston Lake, NY

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,

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