Tax Preparer - Remote

Overview

We are seeking a detail-oriented and experienced Tax Preparer to join our team. The ideal candidate will have a strong background in tax preparation, data entry, and document management.

In Short

• Prepare and process tax documents, including 1099s, retirement income, and stock transactions.
• Utilize Drake Software for tax preparation and filing or similar.
• Perform data entry tasks, including transcribing and entering information from documents into relevant platforms.
• Review documents and identify missing or incomplete information.
• Manage client information and interact with clients through email and phone calls.
• Use QuickBooks (Plus) for bookkeeping and data management.
• Scan, organize, and upload documents using the designated platform.
• Maintain an organized tax client hub for managing client data.

Requirements

• Strong background in tax preparation.
• Experience with data entry and document management.
• Proficiency in Drake Software or similar tax preparation software.
• Experience using QuickBooks (Plus).
• Excellent communication skills for client interaction.

Benefits

• Full-time employment with a dedicated team.
• Opportunity to work in a detail-oriented and supportive environment.