Tax Preparer
Position Overview
Key Responsibilities
Required Qualifications
Preferred Qualifications
Technical Skills
Soft Skills
Benefits
We are seeking a Tax Preparer with 2-3 years of demonstrated experience in individual and business tax preparation for our client based in Fairfield, NJ. The ideal candidate will have a strong foundation in tax compliance and experience working with client portfolios in New Jersey.
Key Responsibilities
- Prepare and process federal and New Jersey state tax returns for individuals and businesses
- Review financial records, including prior year returns, income statements, and expense documentation
- Conduct thorough interviews with clients to gather necessary tax information and documentation
- Identify and implement tax-saving opportunities while ensuring compliance with current tax laws
- Handle business tax preparation including partnerships, S-corporations, and small businesses
- Maintain current knowledge of federal and New Jersey state tax regulations and updates
- Utilize professional tax preparation software to process returns accurately and efficiently
- Respond to IRS and state tax authority notices and correspondence
- Assist with tax planning and provide guidance on estimated tax payments
- Document all client interactions and maintain organized digital files
Required Qualifications
- 2-3 years of professional tax preparation experience
- Demonstrated experience with business tax returns (Partnerships, S-corps, Schedule C)
- Bachelor's degree in Accounting, Finance, or related field
- Proficiency with professional tax preparation software
- Strong knowledge of federal and New Jersey state tax laws
- Excellent attention to detail and mathematical accuracy
Preferred Qualifications
- Experience with New Jersey-specific business taxes and credits
- Knowledge of QuickBooks and other accounting software
Technical Skills
- Professional tax preparation software (Drake, UltraTax, ProSeries, or similar)
- Microsoft Office Suite (Excel, Word, Outlook)
- Document management systems
- Electronic filing systems
Soft Skills
- Strong verbal and written communication abilities
- Excellence in client service and relationship building
- Ability to explain complex tax concepts in simple terms
- Detail-oriented with strong organizational skills
- Ability to work independently and as part of a team
- Professional demeanor and ethical conduct
Benefits
- Competitive salary based on experience
- Health insurance
- 401(k) with company match
- Paid time off
All qualified candidates are encouraged to apply with an up to date resume and cover letter.