OverviewTCG Accounting is currently seeking a tax preparer. This position will be responsible for providing accounting services to a variety of clients primarily in the Twin Ports area.
Prepare and review personal and business tax returns.
Respond to client and firm associate requests in a timely, accurate, positive and professional manner.
Prepare and review client correspondence, letters, e-mail, etc.
Plan and schedule engagement fieldwork with clients.
Communicate proactively with clients, management and other employees on important matters in a timely manner.
Participate in training, continuing education, direction, motivation and feedback with other employees.
Participate in networking events and organizations.
Maintain confidentiality of all customer data.
Maintain CRM to track all client contact and data.
CPA, Enrolled Agent or working towards credentials.
Accounting experience working with privately held businesses.
Extrovert with strong communication skills both in writing and verbally.
Proseries software experience.
Ability to multitask and prioritize tasks needed to be done in a timely manner.
Strong computer skills.
Attention to detail.
Self-motivated and ability to “think on your feet” when working and a “can do” approach to work.
3+ years of job related experience.
Bachelor’s Degree in Accounting.
Sales and marketing experience.
Customer service experience.
Experience with multiple state tax returns.
Experience with non-profit returns.
Experience with estate returns.