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US Tax Preparer
PrismHR
posted 4d ago
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Flexible timing
Key skills for the job
Job Description
We are seeking a detail-oriented and experienced Tax Preparer to join our team. The ideal candidate will have a strong background in tax preparation, data entry, and document management. This is an on-site, full-time position with responsibilities including tax filing, data entry, and client communication.
Key Responsibilities:
Key Responsibilities:
- Prepare and process tax documents, including 1099s, retirement income, and stock transactions.
- Utilize Drake Software for tax preparation and filing or similar.
- Perform data entry tasks, including transcribing and entering information from documents into relevant platforms.
- Review documents and identify missing or incomplete information.
- Manage client information and interact with clients through email and phone calls.
- Use QuickBooks (Plus) for bookkeeping and data management.
- Scan, organize, and upload documents using the designated platform.
- Maintain an organized tax client hub for managing client data.
Required Skills and Experience:
- Proficiency in Microsoft Excel and general Microsoft Office tools.
- At least 2+ years of experience in US tax preparation or related fields.
- Strong attention to detail and the ability to spot discrepancies or missing information.
- Ability to work with tax-related software, particularly Drake Software or similar, QuickBooks Plus, and other client management tools.
- Excellent communication skills, both written and verbal.
- Ability to handle client interactions via email and phone calls.
Employment Type: Full Time, Permanent
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Flexible timing
Monday to Friday
No travel
Night Shift
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