Tax Preparer
Job ID: 19844
Location: Cinncinati Ohio 45247
Tax Preparer
Are you a detail-oriented tax professional looking to take your career to the next level? We’re seeking an experienced Tax Preparer to join our client’s growing team!
Our client is a well-established, independent, employee-owned firm seeking a dedicated, experienced tax preparer to support its expanding Tax and Accounting Team. With over 30 years of expertise, this fee-only Registered Investment Advisor offers comprehensive financial planning, investment management, and tax services. The firm prioritizes educating its clients on tax strategies, investment planning, and economic independence, leveraging its experience to help clients safeguard their wealth and minimize tax liabilities. The organization fosters a collaborative culture, professional growth, and a commitment to exceptional client service.
Best-in-Class Benefits and Perks:
Our client values their employees’ time and efforts. The salary for the role is $100K-$200K depending on experience, and an extensive benefits package enhances their commitment to your success. Our client’s benefits package includes:
• Comprehensive health coverage: Medical, dental, and vision insurance provided
• Robust retirement planning: 401(k) plan available with employer matching
• Financial security: Life and disability insurance for added protection and education reimbursement
• Flexible financial options: Health savings and flexible spending accounts offered
• Well-being and work-life balance: Paid time off and holidays, and remote work option one day a week once fully onboarded
Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where everyone feels encouraged to contribute to their processes, decisions, planning, and culture.
As a Tax Preparer, you will assist the clients in managing their tax obligations and ensuring compliance with relevant tax laws and regulations. Your role will involve preparing and reviewing tax returns, providing expert tax advice, and collaborating with financial advisors to develop comprehensive tax strategies for the clients. This is an excellent opportunity for a detail-oriented professional with a deep understanding of tax planning.
To thrive, you should have:
• Bachelor’s degree in Accounting, Finance, or a related field. CPA certification or an advanced degree is highly desirable.
• 5+ years of tax preparation and review experience.
• Proficient in using tax preparation software and MS Office applications. Knowledge of Thomson Reuters software is a plus.
• Ability to work independently and collaboratively in a team-oriented environment.
• Enrolled Agent or CPA required
Your responsibilities as the Tax Preparer will include:
• Prepare and Review Tax Returns – Prepare and review individual, corporate, trust, and non-profit tax returns, ensuring accuracy and timely filing.
• Tax Compliance and Filing – Ensure all tax filings, extensions, and related documents are completed accurately and on time.
• Financial Data Analysis – Analyze financial data to identify applicable deductions, credits, and tax-saving opportunities.
• Stay Informed on Tax Legislation – Stay up-to-date with changes in tax laws and regulations to ensure compliance and optimize client strategies.
• Client Collaboration and Advisory – Work with clients and internal teams to resolve tax inquiries and develop comprehensive, tax-efficient financial strategies.
Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We will consider qualified applicants with criminal histories for employment.