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

European Wax Center

Licensed Esthetician Job at European Wax Center

 ...care and waxing technique, well give our guests a reason to walk in and strut out.European Wax Center is in search of licensed estheticians & cosmetologists to join our nationwide centers! All of our centers are located in busy shopping centers sure to drive hundreds... 

Amazon.com Services LLC

Recruiting Coordinator, Alexa Job at Amazon.com Services LLC

 ...DESCRIPTION The Amazon Alexa Recruiting team is growing and we are looking for a Recruiting Coordinator who shares a passion for hiring the best and the brightest. The Recruiting Coordinator works closely with a team of recruiters in a fast-paced recruiting organization... 

Household Staffing

Estate Manager Job at Household Staffing

Private Family in Miami Beach, FL is looking for a Local Estate Manager.***Candidate must be local to Miami Beach***Family is looking for a great communicator who is just "on it". They do a lot of upgrades around the home so having someone with knowledge of systems... 

Kim Orthodontics LLC

Laboratory Assistant Job at Kim Orthodontics LLC

 ...technology, we work passionately to provide an exceptional patient experience and the most beautiful smiles around.What you can expect to...  ...livesno experience needed! Work alongside our experienced lab manager to conduct quality control and ensure the delivery of orthodontic... 

Kelly Services

Assembly Technician Job at Kelly Services

 ...Qualifications & Skills: Minimum of 1 year of professional experience in the automotive sector or related field. Familiarity with light assembly processes and machine operation. Proficient in using measuring equipment such as Vernier calipers. Ability to follow written...