Tax Preparer
4 weeks ago
Job description
Company Description
KNOWVISORY GLOBAL is a team of Finance & Accounting professionals dedicated to enhancing the success ratio of start-ups and reducing operational costs for Small and Medium Enterprises (SMEs). By partnering with KnowVisory, clients gain an accountant, a financial advisor, a compliance advisor, and a friend who understands the challenges faced by start-ups and SMEs and has solutions for many of those challenges. Their mission is to guide businesses in the right direction and accelerate their pace by providing Finance, Accounting, and Compliance solutions, allowing clients to focus on creating value for stakeholders.
Role Description
- Prepare and review individual and business tax returns (1040,1065,1120,1120S), including federal, state, and local taxes.
- Ensure accurate and timely filing of tax returns in compliance with IRS regulations.
- Calculate and review tax payments and refunds.
- Gather necessary information and documentation from clients.
- Respond to client inquiries and guide on tax-related matters.
- Provide tax planning advice to clients to optimize their tax positions.
- Identify potential tax credits, deductions, and liabilities.
- Stay current with changes in tax laws and regulations.
- Ensure compliance with all federal, state, and local tax laws.
- Maintain accurate and organized records of all tax documents and client interactions.
- Ensure confidentiality and security of client information.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field. Enrolled Agent (EA) preferred.
- 3+ years of experience in US tax preparation or related field.
- Strong knowledge of federal, state, and local tax laws.
- Proficiency in tax preparation software.
- Excellent analytical and problem-solving skills.
- Strong attention to detail and organizational skills.
- Effective communication and interpersonal skills
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