Tax Preparer / Senior Tax Preparer

Korhorn Financial Group Inc•Granger, IN

1d•Onsite

About The Position

To demonstrate a servant’s heart to KFG’s clients and the firm by providing timely, considerate, and professional service. The Tax Preparer will prepare tax returns for individuals, small businesses, or organizations under the guidance of a certified public accountant.

Requirements

Use the appropriate software (UltraTax CS) to prepare tax returns
Ability to prioritize tasks and work on multiple assignments in a fast-paced environment
Proficient in Microsoft Excel, Word, Outlook, and Teams
Strong written and verbal communication skills
Above average typing, math, and analytical skills
Must be well organized with time, resources, physical office space
Must be intrinsically motivated and able to work individually with little direction
Must be a team player and able to collaborate with team members and financial professionals from other firms when needed
Comfortable interacting with clients and team members via telephone, email, video conferencing, or face-to-face
Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry
CPA (Certified Public Accountant) or EA (Enrolled Agent) designation with PTIN (Preparer Tax Identification Number) required
Minimum 2 – 3 years tax preparation experience required
Minimum 5 - 8 years tax preparation experience for Senior Tax Preparer required

Nice To Haves

Previous experience using Thomson Reuters UltraTax CS preferred
Previous experience using QuickBooks Online and QuickBooks Desktop preferred

Responsibilities

Prepare Federal and State Income Tax Returns for Individuals (Form 1040 and any state equivalents)
Prepare Federal and State Income Tax Returns for small businesses (Forms 1120, 1120-S, 1065, Schedule C and any state equivalents)
Prepare Federal and State Income Tax Returns for Trust, Nonprofit (Forms 1041, 990)
Prepare Federal returns for Gift and Estate (Forms 706, 709)
Prepare amended Federal and State Income Tax Returns for Individuals and Small Businesses
Present completed tax returns to clients to confirm accuracy and full client understanding
Prepare annual 1099’s for small business clients to provide to their vendors
Prepare Personal Property Tax Returns for small business clients with tangible business assets
Review tax returns prepared by other staff members for accuracy
Review client tax notices and correspondence audits and provide recommended next steps
Assist clients with resolving tax notices and correspondence audits by IRS and other taxing authorities
Work independently or with Client Service Coordinators to respond to client communications and other service requests
Participate in weekly Case Class with other KFG professionals
Prepare tax projections to assist clients and their advisors with tax planning
Collaborate with KFG Financial Advisors and other professionals to understand client’s tax situation and advise clients on the tax consequences of their financial decisions
Consult with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities
Provide client education and advice about income tax related topics
Review previous tax returns and financial documents to identify missing or incomplete information or documentation
Review supporting tax documents and information supplied by client to determine accuracy and completeness before finalizing tax returns
Communicate with clients
Calculate tax owed or refunds due to client, consult tax law publications for guidance on unusual situations
Maintain understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses
Maintain understanding and knowledge of tax preparation software (UltraTax CS) and related procedures
Achieve annual personal goal for tax returns prepared, completed, and collected as set with Department Leader
Perform other duties as required