Tax Preparer

Company: Martin Tax & Financial Services
Location: Lees Summit
Posted on: July 28, 2022

Job Description:

Tax Preparer/Enrolled Agent Martin Tax & Financial Services ("MTFS") is a family owned professional services firm located in Lee s Summit, Missouri. For over thirty years, we have assisted individuals and small businesses with income tax preparation and planning, as well as providing wealth management and retirement planning services. We are a relationship- based firm that values honesty, integrity and professionalism. The relationships we have with our clients and with our employees are our top priority.We are looking for experienced tax professionals to join our team. If you have at least three (3) seasons of paid tax preparation experience, let s talk! We are a flexible employer and are open to customizing a mutually beneficial working relationship. Job Summary As a full-time, year round Income Tax Preparer with Martin Tax & Financial Services, your primary responsibilities will include preparing personal income tax returns and providing tax advice, while building and deepening relationships with our clients. During tax season, your work will primarily be focused on tax preparation, but during the rest of the year, your duties would expand to include tax issue resolution and administrative work. We offer a supportive and collaborative environment to help you develop your knowledge and skills as well as opportunities to further your education. This is a full time, year-round position; however, part-time and seasonal positions may be available as well. We are very flexible! _Role and Responsibilities_ Conduct face to face tax interviews with clients in person and some virtually. Gathering and accurately entering customer information into our industry-leading tax preparation software. Complete federal and state tax returns accurately and ensure timely e-filing. Advise clients throughout the tax preparation process by sharing results and discussing future tax planning needs. Review letters and notices from taxing authorities associated with client tax returns, advise clients and assist clients in resolving any issues. Ensure safekeeping and confidentiality of client records. Maintain the strength of our client relationships by providing services in a highly professional manner and by treating all clients equally and fairly. Generate business growth and assist in promoting our other services. Attend to the needs of clients to inspire them to refer our services and come back year after year. _Desired Skills and Characteristics_ Knowledge of current tax laws and concepts with at least three years of experience preparing tax returns for a fee. Strong understanding of and adherence to confidentiality requirements to protect client and company proprietary information. Excellent customer service skills and a commitment to servicing clients with integrity and professionalism. Ability to communicate with co-workers, clients and business contacts in a courteous and professional manner both verbally and in writing. Excellent organizational skills and a deadline-driven mindset. Ability to work well with others and collaborate in a fast-paced, high-stress environment, as well as the ability to work well independently. Aptitude to learn and effectively use multiple software applications. Experience working with data management systems (CRM). Ability to apply critical thinking and reasoning to all areas of tax preparation. Ability to research tax topics and seek assistance when necessary. Embrace curiosity and innovation. Willingness to collaborate with co-workers on various tax matters and to mentor and support teammates. _Qualifications and Education Requirements_ Minimum of three years experience in income tax preparation at a CPA firm or tax preparation company, preparing individual income tax returns required. Experience preparing 1120, 1120S, 1064, 1041 and 990 returns preferred. Have an active PTIN. High School diploma or higher required. Bachelor s degree in accounting or related field preferred. CPA or Enrolled Agent certification preferred. Securities industry experience a plus. Must be willing to submit to a background check. _Benefits of Working for Our Company_ Flexible schedules. We offer the ability to create your own work hours during tax season, which may include working evenings and/or weekends in addition to working during regular business hours. Flexible schedules can also be negotiated for the off-season. Remote work capabilities are available, though the majority of work will need to be performed in person at our office. Ability to adjust to your needs with opportunities to transition from full-time to part-time or year-round to seasonal (or vice versa); we will do our best to accommodate. Paid continuing education and assistance with advancing your education. Competitive Pay. Pay is salary plus commission and is based upon experience and qualifications. Paid time off for full-time, year-round employees. Access to reduced cost health coverage and other insurance offerings. Access to a private, professional office or conference room for meeting with clients. Collaborative and supportive work environment. Opportunities for growth within our company._Martin Tax & Financial Services is committed to diversity and inclusion and is proud to be an equal opportunity employer. We provide equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law. _Job Type: Full-timePay: $35,000.00 - $75,000.00 per yearBenefits: Flexible scheduleSchedule: Monday to FridaySupplemental Pay: Commission payAbility to commute/relocate: Lees Summit, MO 64064: Reliably commute or planning to relocate before starting work (Required)Education: High school or equivalent (Required)Experience: Tax Preparation: 3 years (Preferred)License/Certification: PTIN (Required) Enrolled Agent (Preferred)Work Location: One location

Keywords: Martin Tax & Financial Services, Lee's Summit , Tax Preparer, Accounting, Auditing , Lees Summit, Missouri