Tax Preparer

Job Summary

The Tax Preparer is an essential position in our company, based in the Big Flats Office. This role focuses on the preparation of tax returns at various levels of complexity. Responsibilities include preparing tax returns, performing tax planning services, and assisting in other functional areas of the Tax Services Department as needed. The Tax Preparer will work on tax returns ranging from simple to medium complexity and will learn to handle more complex returns through training and mentoring. The role involves tax planning, including preparation and review of quarterly tax projections to determine appropriate amounts for quarterly estimates and/or withholdings. The Tax Preparer may also interact with clients to clarify questions and data for the preparation of tax returns and projections, maintaining a good working relationship with clients and staff to enhance client satisfaction.

Job Duties

• Prepare tax returns, with complexity ranging from simple to the most complex depending on experience.
• Engage in tax planning, including preparation and review of quarterly tax projections.
• Prepare other entities' returns, including but not limited to partnerships, trusts, and gift tax returns as assigned.
• Interact with clients to clarify questions and data for tax returns and projections.
• Maintain a good working relationship with clients and staff to enhance client satisfaction.
• Work closely and proactively with clients and Advisors to maximize planning opportunities.
• Respond to federal, state, and local correspondence received on behalf of assigned clients.
• Perform research to properly answer client and Advisor queries concerning taxes.
• Keep current on applicable tax regulations, changes in code, and court rulings. Communicate updates to key staff involved in Tax Planning and Tax Return Preparations.

Required Qualifications

• Excellent academic record, four-year college degree, graduate or advanced degree preferred.
• A minimum of 1-3 years of tax experience.
• Consideration for pending and/or recent graduates with a mixture of academic and internship training; preference given to those from accredited programs preparing graduates for the CPA exam.
• Must be willing and able to complete the requirements to receive the Enrolled Agent (EA) designation.
• Currently an Enrolled Agent (EA) preferred.
• CPA strongly preferred.
• Excellent interpersonal and communication skills.
• Proven track record as a self-starter with high levels of intensity and motivation.
• Demonstrated passion for providing exceptional client service.
• Strong technical skills, experience with Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience working with tax-specific applications required.
• Experience with Pro System, BNA Income Tax Planner, Intelli-Connect, and other tax research tools and software.

Equipment, Software, and Materials Used

• Microsoft Office (Word, Excel, PowerPoint)
• Outlook (Email and Scheduling)
• Industry-Specific Information Systems
• Tax-Specific Applications (Pro System, BNA Income Tax Planner, Intelli-Connect)
• Information Databases
• Remote Access Meeting Applications

Big Flats, New York, is known for its beautiful landscapes and small-town charm, providing a great environment for both work and leisure.