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Senior Tax Preparer II

Afina Staffing, LLC Oregon City ,OR
  • Expired: over a month ago. Applications are no longer accepted.
Job Description
Are you looking to work with a company where you're not just a number but your opinion is valued? Do you enjoy a relaxed work environment where even when things are stressful everyone is still laughing & having fun? Do you love working directly with the client to make a difference in their business? If so, we may be looking for you! The Senior Tax Preparer is responsible for income tax preparation for individuals and companies. Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Completes tax forms in accordance with policies and in compliance with legislation and regulations. A Senior Tax Preparer is expected to work on all levels of complexity as well as, fiduciary and non-profit tax returns. This position may also include training and managing the work activities of a Level I Tax Preparer and/or Tax Assistant. Principal Accountabilities: Tax Preparation: Meet and interview clients, answer questions they may have at all stages in the tax process. Discuss their particular tax situation. Note issues for further research Gather documents & information necessary to prepare taxes Begin the tax preparation process Review & analyze data to uncover potential deductions & credits, advise against potential tax liabilities Ensure clients do not pay unnecessary taxes Research tax law to ensure compliance Prepare tax returns. Complete all necessary forms, schedules & worksheets Calculate client’s tax preparation fee Review tax return using checklist & send to Reviewer Notify client of refund or amount owed Prepare and file extensions. Create estimated extension payments and provide to the client prior to the deadline Assist other staff with creating tax extension payments Sign final return Tax Return Review: Review returns prepared by others Note questions and areas of concern Tax Consulting: Provide support to clients during tax season and throughout the year, answer any tax questions Research tax law as necessary Recommend or advise against issues with tax implications Assist clients with responses to IRS and state tax authority letters and inquiries Preparation of and explanation of tax projections Other: Assist team with preparation and filing of 1099s Assist team with preparation and filing of personal property tax returns Bookkeeping: (During non-tax season the tax preparer will also assist clients with bookkeeping matters including but not limited to) Gather documents & information necessary to record bookkeeping transactions Identify missing items, request these from client & clarify transactions as needed Upload or record all transactions in QuickBooks Reconcile accounts: All checking, savings, credit, and loan accounts to relevant statements. Assets & liability accounts monthly. Payroll pay, taxes & benefits, etc. created by payroll service Maintain a monthly checklist for each client Review reports for accuracy, recognize & fix errors Provide completed financial report package configured to client’s specifications via upload or on paper Provide support to clients who prepare their own books, as requested Visit clients monthly to manage reconciliations, problem resolution & review of books Semi-annual review of a client’s books, done in-house Provide on-site training in QuickBooks & account set-up Answer client questions as they come up Provides support to bookkeeping/tax teams for questions and mentoring Skills & Knowledge Qualifications: Oregon LTC license, EA certification or CPA license 5 or more years of tax preparation experience Ability to work on complex tax returns and troubleshoot issues Proficient in Quickbooks & Excel Accuracy, efficiency, attention to detail, thoroughness & confidentiality a must Self-directed and a good team player Contributes to the constant improvement of STA processes & practices Employment Type: Full Time Years Experience: 1 - 3 years Salary: 80000.00 Hourly Bonus/Commission: No

Afina Staffing, LLC


Oregon City, OR
97045 USA