Job Brief
We are seeking a skilled Licensed Tax Consultant to prepare tax returns for individuals and small businesses. This role requires expertise in tax regulations, strong analytical skills, and the ability to effectively communicate tax-related information. The ideal candidate will have a proven track record in tax preparation and consulting, ensuring compliance with all applicable laws while maximizing client benefits.
Responsibilities
- Prepare and file accurate tax returns for individuals and small businesses, ensuring compliance with federal and state regulations.
- Analyze financial documents and tax data to identify potential deductions and credits for clients.
- Provide expert tax advice and strategies to clients, enhancing their tax position.
- Stay updated on tax law changes and regulations to provide accurate and timely information to clients.
- Respond to client inquiries regarding tax matters and educate clients on tax-related issues.
- Develop and maintain strong client relationships through effective communication and quality service.
- Assist clients in tax planning and preparation to achieve optimal tax outcomes.
- Manage multiple client accounts and prioritize tasks to meet deadlines efficiently.
Requirements
- Valid state license for tax consulting or preparation.
- Proven experience in tax preparation and consulting, with a minimum of [X] years in a related role.
- Strong knowledge of federal, state, and local tax laws and regulations.
- Excellent analytical and problem-solving skills, with attention to detail.
- Proficient in tax preparation software and accounting tools.
- Strong interpersonal and communication skills to effectively advise clients.
- Ability to work independently and manage multiple tasks in a fast-paced environment.
- Professional certification (e.g., CPA, EA) is preferred but not mandatory.
Similar Job Titles
- Tax Advisor
- Tax Specialist
- Tax Preparer
- Tax Analyst
- Tax Compliance Consultant
- Income Tax Consultant
- Tax Associate
- Tax Preparation Consultant