税务申报员(会计事务所)
Tax Preparer (CPA Firm)
关于我们:
成立于1991年,我们是一家精品会计师事务所,在纽约市和佛罗里达州Plantation设有办公室,为众多知名客户提供服务。我们的客户包括个人和企业,他们非常专业,因此我们为他们提供的工作也十分复杂。工作内容包括传统会计、审计和鉴证服务,税务规划与申报,遗产规划和客户特定的咨询等。
税务专员职位描述
我们正在寻找一位注重细节的税务专员,为客户提供税务申报服务。税务专员将向高级税务专业人士汇报。税务专员的职责包括与客户互动,获取并审核税务信息,准备税务申报表,并执行税务研究项目。
要成为一名成功的税务专员,您需要确保客户遵守美国国税局(IRS)的规定,并努力减少其税务负担。
税务专员职责:
- 确保客户遵守美国国税局(IRS)规定并履行其州和联邦税务义务。
- 通过实施减税策略来分析并减少税务负担。
- 审核财务记录、损益表和支出。
- 为公司、合伙企业和个人准备并提交税务申报表和工作底稿。
- 研究税务问题并协助税务审计。
- 与客户沟通,审核其税务信息,并回答问题和解决疑虑。
- 为客户提供建议,包括员工医疗福利、薪酬和会计系统。
- 维护准确且最新的客户记录。
税务专员要求:
- 需要税务或会计学士学位。
- 持有注册会计师(CPA)证书者优先。
- 1年以上税务申报经验。
- 有使用税务申报软件和应用的经验。
- 良好的沟通能力,包括口头和书面表达。
- 能够合理安排优先级并高效管理时间。
- 强大的分析和解决问题的能力。
- 优秀的会计技能。
- 良好的客户服务技能。
最初发布于Himalayas
查看英文原文
About Our Firm:
Founded in 1991, We are a boutique certified public accounting firm with offices in New York City, NY and Plantation, FL serving an impressive roster of clients. Our clients, both individuals and commercial, are extremely sophisticated and accordingly so is the work we perform for them. The work includes traditional accounting, auditing and attestation services, tax planning and preparation, estate planning and client specific consulting, to mention just a few.
Tax Preparer Job Description
We are looking for a detail-oriented tax associate to consult with clients and provide tax preparation services. The tax preparer will report to a senior tax professional. The tax preparer's responsibilities include interacting with clients, obtaining and reviewing tax information, preparing tax returns, and performing tax research projects.
To be successful as a tax preparer you should be able to ensure your clients comply with IRS regulations and work to minimize their tax liabilities.
Tax Preparer Responsibilities:
- Ensuring clients comply with IRS regulations and meet their state and federal tax obligations.
- Analyzing and minimizing tax liabilities by implementing tax reduction strategies.
- Reviewing financial records, income statements, and expenditures.
- Preparing and filing tax returns and work papers for companies, partnerships, and individuals.
- Researching tax issues and assisting with tax audits.
- Consulting with clients, reviewing their tax information, and responding to questions and concerns.
- Advising clients on employee health care benefits, compensation, and accounting systems.
- Maintaining accurate and up-to-date client records.
Tax Preparer Requirements:
- Bachelor’s degree in taxation or accounting required.
- CPA certification preferred.
- 1+ years of tax preparation experience.
- Experience using tax preparation software and applications.
- Good communication skills, both verbal and written.
- Ability to prioritize and manage time efficiently.
- Strong analytical and problem-solving skills.
- Excellent accounting skills.
- Good customer service skills.
Originally posted on Himalayas