Tax Preparer (Bilingial) Job at Financial Planning & Tax Office, Houston, TX

ak9PcHg4VVYyQkNBV2dSb3lDcEZhb3A2SGc9PQ==
  • Financial Planning & Tax Office
  • Houston, TX

Job Description

Financial Planning Tax Office is looking for a goal-driven tax preparer to be responsible for advising clients, analyzing tax data submitted by clients, and filing and submitting tax returns. Tax preparers should ensure confidentiality, provide excellent service to promote repeat business, and provide future tax planning to clients. Should also be able to process bookkeeping for clients and analyze company financials. To ensure success as a tax preparer you should be knowledgeable of legislation and regulations, provide excellent service to clients, and maintain the high standard set by the organization. Ultimately, a top tax preparer will be detail-oriented with excellent oral and written communication skills to handle correspondence from clients and tax authorities.

Duties and Responsibilities:

  • Informing clients on the tax preparation process
  • Collecting relevant financial records, including W-2 and income statements
  • Preparing and submitting tax returns for clients.
  • Inputting data from financial records into tax return software or databases
  • Utilizing applicable federal, state and local tax law to determine deductions and the amount of each client’s earn on the return
  • Completing and filing tax documents with appropriate agencies, IRS, state and local government entities
  • Securing repeat business
  • Analyzing tax data submitted by the client to maximize the outcome for the client.
  • Acting as a representative for clients with applicable agencies as required
  • Building customer relationships to promote and expand the business

Skills and Qualifications:

  • Experience with both Individual and Corporate Returns
  • Bachelor’s degree in accounting or finance.
  • Registered Tax Return Preparer Test completed
  • Registration with the IRS with a valid PTIN
  • In-depth knowledge of applicable tax laws, regulations and deadlines
  • Proficient with common tax preparation, word processing and Excel software applications
  • Excellent customer service skills, including patience and flexibility
  • Minimum of 2 years’ experience
  • Great organizations skills, including time management and strategic thinking
  • Strong written and verbal communication skills
  • Must ensure confidentiality

By applying to this job, you agree to receive periodic text messages from this employer and Homebase about your pending job application. Opt out anytime. Msg & data rates may apply.

Powered by Homebase . Free employee scheduling, time clock and hiring tools.

Job Tags

Local area,

Similar Jobs

U.S. Marine Corps

Fire inspector Job at U.S. Marine Corps

 ...Full job description Duties You will develop and complete fire prevention inspections, and develop educational programs. You will conduct physical inspections of large highly fire prone post and range facilities including mission related facilities.... 

Styles Law

Associate Attorney Job at Styles Law

 ...0;DOE. Employment Type: Full-Time. Styles Law PLLC is a team-oriented and fast-paced General law practice looking for an attorney able to practice Immigration,Personal Injury and/or Family law. We are looking for a self-starter who has a passion for helping... 

NoorStaffingNursing

Travel CT Tech Job at NoorStaffingNursing

 ...HIRING NOW: Travel CT Tech in Winchester, VA Weekly Gross Pay: $2,686 for 36 hours Taxable: $1,440 weekly ($40 x 36) Non-Taxable: $1,246 weekly ($34.61 x 36) Location: Winchester, VA Shift: 12-hours Mids (1p - 1:30a Fri-Sun) Start: 12/09 Duration:... 

State of Illinois

INTERNAL SECURITY INVESTIGATOR I Job at State of Illinois

 ...Job Requisition ID: 43072 Position Title : Internal Security Investigator I-Identified Offender Program-Des Plaines Office Closing...  ...Agency Contact: ****@*****.*** Posting Group: Legal, Audit & Compliance This position DOES NOT contain ... 

AG Consulting Partners, Inc.

Marketing Consultant Job at AG Consulting Partners, Inc.

 ...'re on the lookout for a diverse range of talents to join our consultant roster, which we'll use for both current and upcoming client projects...  ...with skills in areas such as content creation, digital marketing, product marketing, channel marketing, marketing communications...