Tax Preparer

Kelly, Cox & Butcher
Job Description
Kelly, Cox & Butcher is seeking a seasonal Tax Preparer to join our team for the upcoming tax season. Our Tax Preparers, under general supervision, will complete income tax preparation as well as provide excellent customer service to our clients. This position has access to and regularly works with information of a sensitive, highly confidential nature. The ideal candidate will have a strong background in customer service and a prior tax preparation experience. 
Major Responsibilities:
  • Reviews client financial records and profile to determine appropriate return forms
  • Completes all related tax forms in compliance with legislation and regulations
  • Utilizes in-house software and technology
  • Delivers exceptional customer service
  • Consults tax law reference materials and other KCB staff to determine procedures for preparation of atypical returns
  • Provides future tax planning to clients
  • Acts as consultant for the client’s tax -related questions and issues
  • Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution
  • Reviews all tax return forms for accuracy and completeness (i.e., client signatures).
  • Other job duties as assigned
EDUCATION AND EXPERIENCE
Bachelor’s Degree in Accounting, Finance, Business track, or equivalent related professional experience, specific study of tax preparation preferred.
Previous experience in tax preparation a plus.
Outstanding communication, interpersonal and customer services skills.
Basic knowledge of Windows network environment.
Must be able to obtain certification by the state with a PTIN (Preparer Tax Identification Number).

TO APPLY
Please send your resume and work availability to jobs@kcbcpa.com
 
Contact Information