WealthWise Tax Advisors are looking for professionals at all levels of experience from beginners to 1+ years of experience in Taxation for the upcoming tax season (January – April 15th, 2025).
Tax Preparer Requirements for all levels:
- Conduct efficient and accurate tax interviews, all while creating a positive memorable experience for the customer.
- Prior experience with Drake software is preferred.
- Excellent written and verbal communication skills required.
- Ability to work in a fast-paced environment with a high attention to detail.
- Ability to follow detailed procedures.
- Ability to work independently and respond to changing priorities while meeting deadlines.
- Work is mainly performed in an office setting using a computer and phone.
- The ability to work some evenings and weekends is desired.
- Flexibility with working hours to meet deadlines is desired.
- Consistent punctuality and dependability.
- Superior client service skills.
- Ability to manage multiple tasks and prioritize workload to meet deadlines.
- Able to work with minimum supervision.
- Must have legal status to work in the US in the job applied for.
1. Tax preparer: Entry Level (0 – 2 year’s experience)
- Input data to tax software
- Preparing Individual Tax returns -1040, Schedule A, B, 1099 Div, Int
- Current CTEC/PTIN
2. Tax preparer: (3 - 5 year’s experience)
- Will consider CPA's, EA's with 1+ years of experience
- Experience or demonstrated knowledge in preparation of individual tax returns with form 1040, Schedule A, B, C, D, and E. `
3. Senior Tax preparer: (5+ years’ experience)
-Expert knowledge of most forms - Form 1040, Schedules A, B, C, D, and E, Form 1116, FINCEN 114, Forms 8938, Form 8621
- Prior experience with Drake software is preferred
-Expert knowledge on most topics partnership income, Foreign income tax credits, Sale of property, taxable income due to different types of stocks like ESPP, ISO, NQO, RSU,
-Working knowledge of using Zoom or Google Meet and computer software
-Ability to conduct tax research and independently problem-solve tax issues.
Soft skills:
Communication Skills - Excellent verbal & written communication skills in English
Sense of urgency, responsibility & accountability when working with customers
Ability to manage a team of 2-4 junior tax preparers
Ability to independently manage the office on a designated schedule
Ability to lead in tax-related webinars and presentations to customers
Analytics and Problem-solving skills
Can do attitude
To Apply: for the position please write, "Tax Preparer and which level" in the subject line of your email and send us your resume. Please state your hourly pay expectation in the cover letter
Due to the high volume of applicants, we request no phone calls. We will review all complete applications and contact qualified candidates. Thank you!
