Job Description
About the position The Tax Preparer position at NorthPoint Tax, Wealth & Business Advisory involves preparing tax returns for individuals and businesses while collaborating with a dynamic team. The role emphasizes client interaction, accuracy in tax preparation, and identifying tax savings opportunities. This position offers flexibility in work arrangements, allowing for both in-person and remote work. Responsibilities • Prepare tax returns for individuals and businesses • Identify tax savings opportunities on tax returns • Collaborate regularly with team members regarding returns prepared • Communicate with clients to gather data and provide updates • Review client documents and data for accuracy • Attend weekly team educational meetings relating to taxes and other service areas • Help to build client relationships Requirements • 2+ years tax preparation experience • Experience completing individual and business tax returns • Strong multitasking skills • Experience working in a fast-paced environment • Strong attention to detail and accuracy • Excellent organizational, time-management, written, and communication skills • Experience with CRM systems Benefits • 401(k) • 401(k) matching • Health insurance • Dental insurance • Vision insurance • Flexible schedule • Paid time off • Hybrid work model: in person and at home or fully remote Apply tot his job