Tax Preparer

Purpose of the role:

A Tax Preparer’s role is to efficiently complete tax returns for clients.

  • Reports to: Tax Manager
  • Hours: Part-time or full-time available

The Ideal Candidate

An upbeat, multi-tasker, that has great attention to detail. The Tax Preparer should put the client first, be a team player, have patience, and the ability to promote the Core Values of Rulien & Associates.

Key Responsibilities & Duties:

  • Prepare and ensure assigned tax returns are tracked and filed correctly
  • Communicate and manage deadlines with assigned clients
  • Communicate with clients on missing items
  • Manage client projects
    • Update notes and information within projects/ project manager software
  • Organize and track client information for tax records
  • Complete any review notes within 1-3 days of receiving
  • Continue education and maintain knowledge on the latest software, technologies, and tax laws
  • Request additional internal training / questions thru Operations manager timely to keep deadlines moving
  • Other duties as assigned

Work Experience, Skills & Strengths

  • Tax return experience preferred
  • Ability to learn new software
  • Ability to write professional emails
  • Good customer service skills

Academic, Certifications & Trade Qualifications

  • High school graduate or GED required
  • College degree in accounting / finance preferred
  • QuickBooks® experience preferred