Individual Tax Client Relationship Manager
We are a reputable full-service public accounting and advisory firm with offices in Florida and Tennessee. We are seeking a highly skilled individual to join our team as a Tax Preparer. The successful candidate will play a crucial role in our client service efforts, handling administrative duties and ensuring accurate preparation and review of individual tax returns. This position requires strong client communication, an eye for detail, and a thorough understanding of tax laws.
Responsibilities:
- Prepare and file federal and state individual tax returns (1040s)
- Review tax returns prepared by other staff members to ensure accuracy and completeness.
- Analyze financial records, income statements, and other relevant documents to ensure correct tax filings.
- Identify potential tax deductions, credits, and liabilities to optimize client tax outcomes.
- Communicate with clients to gather necessary information and provide updates on tax return status.
- Provide tax planning and advisory services to clients to help them achieve their financial goals.
- Stay up-to-date with changes in tax laws and regulations to ensure compliance.
- Maintain confidentiality and security of client information.
- Collaborate effectively with our offshore team.
Qualifications:
- 3-5 years of individual tax preparation experience.
- Bachelor’s degree in Accounting, Finance, or a related field.
- CPA certification or Enrolled Agent (EA) designation preferred.
- Strong knowledge of federal and state tax codes and regulations related to individual tax returns.
- Proficiency in tax software. CCH Axcess preferred.
- Excellent attention to detail and organizational skills.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
Benefits
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 09/11/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.
CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.
https://www.glassdoor.com/Job/tampa-fl-us-jobs-SRCH_IL.0,11_IC1154429.htm?fromAge=1
