Marshall Financial Services LLC is seeking a full-time Enrolled Agent/Tax Preparer or CPA/Tax Preparer to join our team.
The ideal candidate must have good communication skills and good client interaction skills, enjoys a variety of work assignments and exhibits a work life balance; yet understands the demands of tax season.
Applicant will be responsible for accurately preparing and filing simple to complex federal and state tax returns for a diverse clientele including; individuals, trusts and estates, partnerships, corporations and FBARs.
Interview clients to obtain a thorough understanding of their financial situation
Provide general tax consulting and advise against potential tax liabilities or deductions and credits
Research client specific tax related questions/issues and provide answers/advise
Fulfill required continuing education to keep abreast of changing tax law and current tax developments
Mentor and support teammates
Special assignments as needed
CPA license or Enrolled Agent Designation (or working towards either) preferred
Minimum of 3 years of recent public accounting and tax preparation experience
Detail oriented and presents strong verbal and written communication skills
Able to follow processes and instructions with the ability to adapt to or suggest change
Strong attention to detail and accuracy
Ability to establish rapport with clients to build working relationships and increase retention and generate business growth
Exhibits professionalism, including appearance, demeanor and behavior
Perform well under pressure in a fast-paced environment with the ability to multitask and meet deadlines
Required PTIN eligibility
Experience with Drake Tax Software beneficial
Proficient with QuickBooks
Proficient with Microsoft Office tools; including Word, Excel and Outlook
100% Employer Paid Benefits:
Long Term Disability
Paid Time Off