Tax preparer job description

Prepare Form 990 Series and other tax returns

Prepare complementary state forms

Identify and complete other tax consulting projects as assigned, including identifying, researching, and assessing various tax issues

Build and maintain proactive, professional relationships with clients for assigned engagements

Act respectfully and consistent with client values

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of this position.

Education and/or Experience:

Bachelor's degree in accounting or a related finance degree preferred

Zero to five years of related tax or applicable business experience (Experience in public accounting is preferred.)

Language Skills:

The individual must have the ability to read and interpret documents industry-specific documents, write routine reports and speak effectively to clients and employees of the firm.

Other Skills and Abilities:

Reputation of integrity, even in conflictive situations

Above average ability to learn and use computer software (e.g., Microsoft Excel). Proficiency in Microsoft Office (required); ProSystem (desired).

Ability to recognize, anticipate, and resolve tax issues and make recommendations

Ability to develop open and trusting relationships

Ability to work in a team, whether as a member or leader

Ability to motivate him/herself to grow professionally and serve with excellence

Ability to assume responsibility for and complete agreed upon assignments

Effective communication as it relates to relationships with in-charges regarding workflow, client needs, and timelines

Excellent interpersonal and oral and written communications skills

Exceptional organizational and time management skills; exhibiting the ability to manage a heavy workload without sacrificing quality of work or relationships

Passion to serve others, especially nonprofit organizations

Desire to work as a professional in a CPA firm with CapinCrouse's core values, vision, and mission

Work Environment:

The employee in this position typically works in an office environment but may occasionally be required to perform job duties outside of the standard office setting.

The work environment characteristics described below are representative of those an employee would typically encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Other Skills and Abilities:

Walking (low)

Climbing (low)

Bending (low)

Twisting (low)

Typing/using hands (moderate/high)

Sitting (moderate/high)

We Offer

An extremely competitive compensation package with all the benefits you would expect from a national leader

A strong on-boarding experience working directly with an in-charge to be adequately prepared to thrive in a new working environment; including but not limited to, training on tax preparation and audit software platforms, firm best practices and quality control procedures.

The ability to work with very knowledgeable professionals and the opportunity to work with clients who are making a real difference in our community, our country, and our world

State-of-the-art technology to give you the professional tools necessary to be your best

Founded in France in 1970, Fiducial is a major provider of financial services (Business Counseling, Bookkeeping, Payroll, and Tax Preparation & Advisory Services) to small businesses and their owners. As a trusted advisor to entrepreneurs, Fiducial provides the financial back office infrastructure to clients, allowing them to focus on what they do best: serve their customers.

Fiducial is looking for a Seasonal Senior Tax Preparer/Tax Accountant for their Arvada, CO office to support their growing client list.

The Tax Preparer will work in a team environment and will be primarily responsible for preparing individual, corporate, and partnership tax returns as well as assisting in providing tax compliance, reporting, and researching.
Desired Skills/ Experience/Attributes


7+ years of experience preparing tax returns for individuals, corporations, and partnerships. Proven experience in technical tax competencies on individual, corporation, s-corporation, and partnership matters. Proven track record of solving practical problems and dealing with a variety of variables 3+ years of experience providing research support or guidance on tax/financial issues for clients Proven ability to handle a high-volume workload at a high level of efficiency High proficiency with accounting and office software applications


Pay range: $30 - 35/hr. DOE



The ideal candidate for this position:


Has an unrivaled ability to work with peers, staff, and senior management collaboratively in a team-oriented environment. Has strong verbal and written communication skills Has exceptional organizational and time management skills Is a detail-oriented individual contributor with the ability to "think outside the box" Possesses a high level of integrity and respects quality assurance requirements. Has a history of building relationships with clients and colleagues Is committed to fostering and maintaining a service culture.


Education, Certificates, Licenses, Registrations


Bachelor's Degree in Accounting, Finance or other business-related field preferred Active PTIN required Experience with CCHAxcess experience desirable

Assure, a private equity transaction platform, analytics, and data company, is seeking to hire seasonal (full/part time/ temporary) Tax Preparers. Assure is the manager of thousands of LLC entities where 30% – 40% require annual tax returns. Each LLC is very similar, set up as an investment holding company usually with very little revenue or expenses. Each LLC has various events that need to be reflected in tax returns, like convertible debt, mergers of investment assets, conversions from debt to equity, liquidations of assets with distributions of cash and/or stock, and more. The Seasonal Tax Preparer will prepare basic federal and state partnership tax returns and adhere to tax return checklist and tracking/documentation requirements for all tax returns, including, but not limited to, tracking time, dates, workflow status, and tax documents. This position requires regular in-person attendance in the office and punctuality to ensure optimal productivity and customer service. Remote opportunities are limited.

Our full time tax team will provide adequate training prior to tax preparation. The paid training will last between two and six weeks based on the experience of each applicant. The expected start date will be towards the end of October or beginning of November and last through April. We can be flexible on the timing and would encourage those interested in working more or less time to apply.
Duties include


Prepare Form 1065s for investment funds Update tax workflow application Review tax information as part of the tax return preparation process Learn and become proficient using various software and programs (Workstream, CCH, Salesforce, Hubspot) Communicate effectively with team members and clients as needed Other tasks and projects as assigned


Our ideal candidate will possess the following traits and knowledge


Proven experience working in a professional office environment
Tax/Accounting experience is preferred Strong attention to detail


Equal Employment Opportunity Commission (EEOC) statement


Assure is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, genetics, disability, political affiliation, personal appearance, family responsibilities, or any other legally protected class under federal, state, or local law. This applies to all aspects of employment, including recruitment, hiring, job assignments, promotions, working conditions, scheduling, benefits, wage and salary administration, disciplinary action, termination, social, educational, and recreational programs.


Company


Full-service SPV/Syndicate Administration from startup to shut down. Assure is the pioneering, industry-leading provider of comprehensive structuring and administrative services for the syndicate and venture investment community. Assure offers professional, high-quality services and innovative software that streamlines setting up, closing and managing back-office fund administration for angel and private asset investing. Assure specializes in Special Purpose Vehicles (SPVs) and is the largest provider in the United States having completed over 8,000 SPVs to date. Specifically, Assure establishes and manages the investment vehicles needed for venture capital funds and high net worth individuals to invest in all asset classes, including but not limited to startups, real estate, secondaries, oil and gas, and art throughout the US and internationally. Assure’s clients range from venture capital and private equity fund managers, to equity crowdfunding platforms, angel groups and investor networks. Some of Assure’s notable clients include Equity Zen, Launch, Forge, Republic, Techcoast Angels, Miami Angels and many more deal makers.
Website
www.assure.co