Online Accounting
  • Boise, ID, USA
  • DOE
  • Salary
  • Full Time

Online Accounting

POSITION DESCRIPTION: PERSONAL TAX PREPARER
TITLE: Tax Preparer
REPORTING TO: Michelle Woodward, VP Tax

                                                                                                                                                                                    

POSITION SUMMARY

The tax preparer will prepare individual and entity tax returns using LaCerte tax software.   Duties include processing, entering, client interaction, handling confidential information, research and filing  tax reports.

 

POSITION RESPONSIBILITIES

  • Preparing or assisting in preparing simple to complex tax returns for individuals and sole proprietors.
  • Uncovering potential deductions and credits.
  • Ensure clients do not pay unnecessary taxes.
  • Review financial records such as income statements and documentation of expenditures.
  • Meet with clients to get a thorough picture of their financial situation.
  • Verifying totals on past forms for accuracy.
  • Consulting tax law for especially difficult tax returns.
  • Recommending additional products and services.
  • Preparing tax returns using Lacerte
  • Maintaining required level of technical knowledge and keeping abreast of current developments in tax
  • Prepare estimated federal and state income tax payments
  • Researching and preparing work papers
  • Assisting in financial planning and analysis

 

POSITION QUALIFICATIONS


At least 5 years of prior individual tax preparation experience. CPA or Enrolled Agent is a plus!
Knowledge of Multi-State, 1040's required with prior experience. 1120/1120s/1065 and 1041 is a plus

 

POSITION COMPETENCIES

  • Experience using Lacerte tax software
  • Accurate, strong attention to detail and organized.

 

POSITION EXPERIENCE REQUIRED

  • Experience using Lacerte tax software
  • Accurate, strong attention to detail and organized.
  • Works well under pressure and has the ability to meet deadlines with accuracy.
  • Ability to problem solve & think both creatively & logically
  • Excellent analytical, organizational and written/verbal communication
  • Effective listening skills
  • Ability to grasp concepts quickly and demonstrate knowledge of basic technical skills, as well as related knowledge of necessary systems & procedures

Online Accounting
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