Income Tax Preparer Job at Glickman Tax Solutions, Inc., Thousand Oaks, CA

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  • Glickman Tax Solutions, Inc.
  • Thousand Oaks, CA

Job Description

Job Description

Job Description

We are seeking a detail-oriented and knowledgeable Tax Preparer to join our team. The ideal candidate will have a strong understanding of financial concepts and experience with various accounting software. This role involves preparing tax returns for individuals and businesses, ensuring compliance with all relevant laws and regulations, and providing exceptional customer service throughout the tax preparation process.

 

Duties

  • Prepare accurate and timely federal, state, and local tax returns for individuals and businesses.
  • Review financial records, including income statements and documentation of expenditures.
  • Utilize accounting software such as QuickBooks Online and QuickBooks Desktop manage client data effectively.
  • Conduct interviews with clients to gather necessary information for tax preparation.
  • Stay updated on current tax laws and regulations to provide informed advice to clients.
  • Assist clients in understanding their tax obligations and financial concepts related to their returns.
  • Maintain confidentiality of client information while ensuring compliance with privacy regulations.
  • Provide excellent customer service by addressing client inquiries and concerns promptly.

Skills

  • Proficient in 10 key typing for efficient data entry.
  • Strong sales skills to effectively market services to potential clients.
  • Solid understanding of accounting software, particularly QuickBooks Online and Desktop.
  • Knowledge of corporate accounting principles is a plus.
  • Excellent customer service skills to foster positive client relationships.
  • Strong mathematical skills for accurate calculations and financial analysis.
  • Familiarity with financial concepts relevant to tax preparation is essential.

Job Tags

Local area,

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