Responsible for U.S. income tax preparation for individuals and companies (Form 1040, 1065,
1120, the 1120S, 990, etc.). Identify potential tax credits and liabilities. Ensures accurate and
complete returns are filed in a timely manner for Federal, multi-state and local income tax
returns by adhering to US Tax Compliance and regulations.
ESSENTIAL DUTIES AND RESPONSIBILITIES
previous tax returns to determine a strategy for preparing current returns. Interview
clients to get a thorough picture of their financial situation.
Go System, Drake, Ultra tax, Intuit online tax), Additionally QuickBooks expertise is a must
clients receive the maximum benefit permitted under the law of government. Uncover
potential deductions and credits. Advise against potential tax liabilities. Ensure clients
do not pay unnecessary taxes. Resolve customer queries.
KEY PERFORMANCE INDICATORS (KPI)
These KPIs will be essential in assessing the performance of the abovementioned duties and responsibilities.
willing to study independently to acquire this knowledge.
know how to look up relevant information online.
able to learn new similar software. Examples of software: Pro System FX, Pro Series,
Lacerte, Go System, Drake, Ultra Tax, Intuit Online Tax, Quickbooks, Xero
not losing track of their relationships with each other.
understanding. Actively listens to people to understand and seek feedback.
himself and others to achieve desired results. Reviews and monitors progress with
course correction to ensure success. Raises the bar after each achievement.
challenging experiences without fear of failure. Quickly attains mastery even in
unrelated areas. Utilizes learning for improving performance.
The ability to communicate orally with management, and other co-workers, both individually and in
front of a group is crucial. Regular use of the telephone and e-mail for communication is
Sitting for extended periods is common. Hearing, vision, and speaking within normal ranges is
essential for regular conversations, receiving ordinary information, and preparing or inspect
The job is performed indoors in a modern open office setting.
ADDITIONAL DETAILS FOR CANDIDATES
Salary: As per market standards
Job Types: Full-time, Regular / Permanent
Supplemental pay types:
Work Location: Remote