Tax Preparer Job Opening  ( PRINTABLE )

We are looking for a goal-driven Tax Preparer to be responsible for advising clients, analyzing tax data submitted by clients to complete their tax returns. Tax Preparers should ensure confidentiality, provide excellent service to promote repeat business, and provide future tax planning to clients.

To ensure success as a Tax Preparer, you should be knowledgeable of legislation and regulations, provide excellent service to clients, and maintain the high standard set by the organization. Ultimately, the Tax Preparer will be detail-oriented with excellent oral and written communication skills to handle correspondence from clients and tax authorities.

Tax Preparer Responsibilities:

• Setting up meetings with clients.
• Advising clients about the tax preparation process.
• Preparing tax returns for clients.
• Handling communication from clients and tax authorities.
• Auditing all tax forms for completeness and accuracy.
• Providing future tax planning to clients.
• Securing repeat business and expanding the client base.
• Analyzing tax data submitted by the client to maximize the outcome for the client.

Tax Preparer Requirements:

• Registration with the IRS with a valid PTIN.
• Have prepared Tax Returns using computer software.
• Strong oral and written communication skills.
• Must ensure confidentiality.

Please submit Resume and Job Application to info@jdfinancialny.com

Support Staff for Accounting Office Job Opening   ( PRINTABLE )

We are searching for a motivated Support Staffer who is an excellent multitasker with exceptional communication and time management skills. You should be thorough, accurate, and honest.

Support Staff Responsibilities:

• Providing support to Accounting Office Staff.
• Performing basic office tasks, such as filing, data entry, answering phones, processing the mail, etc.
• Handling communications with clients and vendors via phone, email, and in-person.
• Assisting with copying, faxing, assembly of client folder, tracking incoming and outgoing information regarding tax returns.

Support Staff Requirements:

• Work experience in related field.
• Proficiency with Microsoft Excel and Word, and strong typing skills.
• Professional manner and strong ethical code.
• Ability to multitask.
• Commitment to working efficiently and accurately.

Please submit resume along with Job Application to info@jdfinancialny.com

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