Tax Preparer

First Financial Federal Credit Union of Maryland•Lutherville, MD

6d•$28 - $35•Onsite

About The Position

The Tax Preparer prepares and reviews federal and state income tax returns and provides tax planning services. The role interacts with clients and staff to collect and organize tax data, assists staff as needed, and maintains and secures client and office records accurately and diligently. The position is based at branches and is identified as temporary/contractor work; the posting marks both full-time and part-time.

Requirements

Detail-oriented with the ability to multitask.
Good communication, customer service, and interpersonal skills.
Ability to prepare federal and state tax returns and provide tax planning services with minimal direction.
Active Enrolled Agent (EA) or Certified Public Accountant (CPA) license.
High school diploma or GED equivalent.
An equivalent combination of education and experience may substitute for the listed education and experience.

Nice To Haves

1–3 years of experience preferred.
Bachelor’s degree preferred.

Responsibilities

Interact with clients and staff to collect and organize information for income tax returns.
Prepare and review federal and state income tax returns and provide tax planning services.
Provide telephone support and schedule appointments.
Enter tax information from tax documents and worksheets into ProSeries software for federal and state returns.
Create Excel spreadsheets to compile and reconcile client data.
Identify and extract information from source documents, including brokerage statements, W-2s, Forms 1099 and 1098, client worksheets, and FDI worksheets.
Research and apply tax codes in accordance with federal and state requirements.
Contact clients to obtain missing information and review input for accuracy.
Scan tax documents.
Process returns by collecting and organizing client data, entering information on applicable forms, schedules, and worksheets, reviewing completed returns with clients, and collecting payment.
Complete QuickBooks entries, including invoices, payments, and reconciliations.
Help clients with tax return pickup and explain steps for filing federal and state returns and remitting balances or estimated tax payments.
Obtain signatures and documents required for federal and state electronic filing.
Complete electronic filing, including transmission and acceptance.
Perform other general office duties and assist staff as needed.
Maintain and secure client and office records.
Follow regulations and organizational policies, including requirements related to the Bank Secrecy Act, Fair Lending, and Information Security.