Tax Preparer (REMOTE) in REMOTE at Vaco

Date Posted: 1/14/2021

Job Snapshot

  • Employee Type:
    Contractor
  • Location:
    REMOTE
  • Job Type:
  • Experience:
    At least 2 year(s)
  • Date Posted:
    1/14/2021
  • Job ID:
    TAXPR66729

Job Description

Position Overview

Experienced Tax Preparation Professional, CPA, and/or Enrolled Agent. Tax managers are the face of the business. They will meet with the clients through Zoom/Meet to provide the virtual face to face consultation. Tax preparers advise clients on documentation needed, and oversee the completion of the tax return. Throughout the process the Tax Preparer can be seen as a consultant and will provide suggestions to help maximize the client's tax return amount.

Must be able to coordinate electronic transmission of source documents through secure portals, analyze documents for missing items, onboard and interview tax clients and review and sign off on tax returns for complete accuracy, Although the source documents will be entered for the preparer, it may be necessary to make changes and adjustments to the tax return upon completion. The preparer will also debrief the client, transmit the returns, and coordinate the sending of invoices.

Principal Duties and Responsibilities

  • Meet with clients via Zoom/Meet to introduce the process and collect necessary information

  • Review submitted information

  • Ensure tax return accuracy and completeness

  • Strong understanding of Federal tax law. Understanding of state specific tax law

  • Provide suggestions on ways the client can lower their tax burden, and maximize their return.

Qualifications and Skills

  • Degree in accounting or 5 plus years of recent tax preparation experience

  • At least three years of experience in preparing Individual returns

  • Certifications in tax or CPA or Enrolled Agent license

  • Experience in preparing Corporate, Estate, and Trust returns is strongly preferred

  • Great organization and client service skills

  • Technical competency and the ability to manage a fast-paced environment

  • Must have completed 15 hours of continuing education in 2020 and have your own PTIN prior to starting with our firm.