Tax Preparer
Fairview Park & Strongsville, OH
Description

Ta-Check Financial is seeking an experienced Tax Preparer to join our team from February – August. In this position you'll play a vital role in helping clients navigate their tax obligations with ease and confidence. 


As a Tax Preparer, you'll be part of a dynamic environment, providing expert guidance, ensuring compliance, and maximizing tax benefits. If you're detail-oriented and passionate about delivering exceptional client service, we invite you to apply and become a key contributor to our success.


We are seeking to add multiple Tax Preparers to work from either our Fairview Park or Strongsville office. 


Job Responsibilities

  • Prepare and review individual and business tax returns.
  • Analyze financial statements and records to determine tax liability.
  • Stay updated on tax laws and regulations to ensure compliance.
  • Advise clients on tax planning and strategies to minimize tax liabilities.
  • Gather and organize client financial information and documents.
  • Identify potential tax credits and deductions to increase client savings.
  • Respond to client inquiries and provide guidance on tax-related issues.
  • Assist with audits, including preparation of audit documents and representation.
  • Maintain confidentiality and protect sensitive client information.
  • Collaborate with team members to resolve complex tax issues.
  • Ensure all tax return submissions are accurate and timely.
  • Use tax software to complete and file tax returns efficiently.
  • Develop and maintain strong client relationships through effective communication.
  • Continuously improve knowledge and skills through training and professional development.


Requirements
  • Bachelor's degree in Accounting, Finance, or a related field.
  • Certified Public Accountant (CPA) designation or Enrolled Agent (EA) certification preferred.
  • Minimum of 2 years of experience in tax preparation.
  • Proficient in tax preparation software, similar platforms such as: Lacerte, TurboTax, H&R Block.
  • Strong knowledge of federal and state tax regulations and filing procedures.
  • Excellent mathematical and analytical skills.
  • Detail-oriented with a high degree of accuracy.
  • Ability to handle sensitive and confidential information with discretion.
  • Strong organizational and time-management skills.
  • Excellent communication skills, both written and verbal.
  • Ability to work independently and as part of a team.
  • Proficiency in Microsoft Office Suite, especially Excel.
  • Ability to manage multiple clients and meet deadlines.
  • Familiarity with electronic submission and e-filing systems.
  • Ongoing commitment to professional development and staying updated on tax law changes.