Tax and Accounting Preparer

Job Description

1. Review a variety of financial documents to prepare tax returns and provide tax services.

2. Collaborate with others on the tax team to devise long-term tax plans and strategies.

3. Actively prepare for major tax deadlines throughout the year.

4. Create invoices and requests payment for services rendered based upon the level of difficulty and time spent preparing the forms.

5. Inform clients of important paperwork and documentation needed to complete tax forms properly.

6. Work closely with clients to obtain personal information regarding potential deductions, educational grants or allowances.

7. Calculations of Estimated and Final tax payments and comply with quarterly estimated tax deadlines in a timely manner.

8. Estimate tax returns, deductibles, liabilities, and expenses.

9. Prepare quarterly and annual reports.

10. Collect data from income statements and expense documents.

11. Review data on reports and detect possible errors .

12. Answer tax and finance related questions .

13. Research new tax trends and regulations.

14. Advise individuals and companies on tax planning.

15. Ensure compliance with government tax rules.

16. Complete clients’ tax documentation .

17. Develop and execute tax strategies, while researching any potential deductions or future problems.

18. Interview clients as needed to determine the best path for their needs.

19. Preparation and review of financials on a monthly, quarterly or annual basis as per the requirement of the client.

20. Knowledge of various accounting software like Quick books, Wave, etc. is preferred.

Requirements

• Excellent computer skills (MS Office in particular).
• Organizational and time-management skills.
• Strong communication skills with a problem-solving attitude.
• CA Fresher
• CA Inter
• M.Com
• B.Com

Requirements

Proven work experience as an Account Coordinator, Sales Coordinator or any other similar role. Excellent computer skills (MS Office in particular). Hands-on experience with any CRM software. Experience with marketing / advertising campaigns. Organizational and time-management skills. Strong communication skills with a problem-solving attitude. MBA in Business Administration, Marketing or any other relevant field.