Tax Preparation/ Customer Support

Attend tax associate training sessions and office meetings.
• Prepare federal and state income tax returns, schedules, and forms ensuring that they are filed in a timely manner
• Analyze client data to identify tax planning needs as well as tax savings opportunities
• Respond to tax related issues and correspond with the IRS & State tax agencies
• Assist with marketing and promotion for tax office
• Complete recommended annual continuing professional education
• Demonstrate a working knowledge of tax law including the ability to perform tax research and to prepare technical
profiency in tax ability to lower tax liability and maximize tax refund
• Help with all other tasks necessary to maintain company image and organization