Provide accurate, client-focused tax preparation and planning for individuals and small businesses.
Key Duties
Conduct thorough client interviews to gather tax-relevant information.
Review and analyze financial documents to ensure completeness and accuracy.
Prepare and file federal and state tax returns using skilled tax tools.
Explain tax results clearly, including tax implications and next steps.
Identify eligible deductions and credits to optimize outcomes.
Recommend tax strategies in line with current tax law and compliance requirements.
Qualifications & Skills
Solid understanding of federal and state tax preparation and compliance.
Excellent analytical skills for evaluating financial information.
Solid communication skills to translate complex tax information for clients.
Detail-oriented and committed to accuracy and client service.
Ability to learn and apply tools and guidance through training.
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