Tax Preparer

First Financial Federal Credit Union of Maryland•Lutherville, MD

6d•Onsite

About The Position

The Tax Preparer is responsible for accurately preparing and reviewing federal and state income tax returns and providing tax planning services. The role interacts with clients and staff to collect and organize tax data, prepares and reviews returns with minimal direction, and helps clients complete the filing process. The Tax Preparer also maintains and secures client and office records, assists staff as needed, and performs general office duties. The position is a temporary/contractor role based at branches.

Requirements

High school diploma or GED equivalent.
Active Enrolled Agent (EA) or Certified Public Accountant (CPA) license.
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.

Nice To Haves

One to three years of experience preferred.
Bachelor’s degree preferred.

Responsibilities

Interact with clients and staff to collect and organize data used to prepare income tax returns.
Prepare and review federal and state income tax returns and provide tax planning services.
Provide telephone support and schedule appointments.
Enter pertinent tax information from tax documents and worksheets into ProSeries software.
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 according to federal and state requirements.
Contact clients to obtain missing information.
Review data input for accuracy and scan tax documents.
Process tax returns by collecting and organizing client data, entering information into 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 how to complete the federal and state filing process, pay balances due, and remit estimated tax payments.
Obtain signatures and documents required for electronic filing with federal and state authorities.
Complete electronic filing, including transmission and acceptance.
Perform other general office duties and assist staff as needed.
Maintain and secure client and office records accurately and diligently.
Follow regulations and organizational policies, including requirements related to the Bank Secrecy Act, Fair Lending, and Information Security.