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Highlights of the Job Responsibilities:
- Team Collaboration: We value a healthy and supportive team environment. "Taxes Take Team-Work" and when we work as a team our clients win!
- Client Consultation: Conduct in-depth and engaging discovery with clients to understand their financial/family situations, goals, and tax-related needs.
- Tax Preparation: Prepare and review individual and business tax returns, ensuring accuracy, compliance, and optimization of available deductions and credits.
- Research and Analysis: Stay current on tax law and regulation changes, conduct thorough research, and analyze the impact on clients' financial situations.
- Strategic Planning: Provide strategic tax planning advice to clients, identifying opportunities for tax savings and efficiencies in alignment with their financial goals.
- Client Communication: Communicate complex tax concepts to clients, addressing queries and offering proactive guidance to enhance their financial well-being.
- Team Communication: Communicate you and your clients' needs to serve the client best.
- Documentation and Compliance: Maintain organized and comprehensive documentation of client information, ensuring compliance with all relevant tax laws and regulations.
- Continuous Learning: Stay updated on industry trends, tax software, and professional development opportunities to enhance expertise and service delivery.
Other Responsibilities:
- Maintain AFSP designation and CE requirements.
- Maintain an active PTIN.
- Franchise Tax Filings.
- LLC Formations.
- Team Collaboration to best serve clients.
- Other related duties may be required to serve our client and business needs.