Income Tax Preparer
Sanks Income Tax and Business Services, Savannah, Georgia, United States, 31441
Job Description
We are seeking a detail-oriented and experienced professional to join our team as an
Income Tax Prepare
r with comprehensive bookkeeping experience. The ideal candidate will manage clients' day-to-day financial records, ensure the accuracy of financial statements, and prepare and file accurate federal, state, and local tax returns for individuals and businesses. This hybrid role requires a strong understanding of tax law, accounting principles, and excellent client communication skills.
Key Responsibilities
Tax Preparation & Planning
Conduct thorough client interviews to obtain all necessary income and expense information for tax preparation.
Prepare and file accurate federal, state, and local income tax returns for individuals, small businesses, and other entities (e.g., Forms 1040, 1120, 1120S, 1065).
Analyze financial records to ensure all applicable deductions, adjustments, and credits are applied to minimize tax liabilities and maximize returns.
Stay up-to-date with changes in tax laws and regulations to provide informed and accurate advice to clients.
Provide proactive tax planning advice and strategies for future financial readiness.
Assist clients with tax authority inquiries, audits, and resolutions as needed.
Being an enrolled Agent is a plus but not a requirement.
Spanish Speaking is a plus but not a requirement.
Bookkeeping & Financial Management
Maintain an accurate and organized record of all financial transactions using accounting software (e.g., QuickBooks, Xero).
Perform bank and credit card reconciliations on a monthly basis.
Manage accounts payable and accounts receivable, including processing invoices and payments.
Update and maintain the general ledger and ensure all entries are accurate (applying double-entry bookkeeping principles).
Prepare monthly or quarterly financial statements, including balance sheets and income statements, for client review.
Process payroll and related filings (e.g., year-end 1099 filings) as required.
Company Description Family Owned and operated. Great environment
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Income Tax Prepare
r with comprehensive bookkeeping experience. The ideal candidate will manage clients' day-to-day financial records, ensure the accuracy of financial statements, and prepare and file accurate federal, state, and local tax returns for individuals and businesses. This hybrid role requires a strong understanding of tax law, accounting principles, and excellent client communication skills.
Key Responsibilities
Tax Preparation & Planning
Conduct thorough client interviews to obtain all necessary income and expense information for tax preparation.
Prepare and file accurate federal, state, and local income tax returns for individuals, small businesses, and other entities (e.g., Forms 1040, 1120, 1120S, 1065).
Analyze financial records to ensure all applicable deductions, adjustments, and credits are applied to minimize tax liabilities and maximize returns.
Stay up-to-date with changes in tax laws and regulations to provide informed and accurate advice to clients.
Provide proactive tax planning advice and strategies for future financial readiness.
Assist clients with tax authority inquiries, audits, and resolutions as needed.
Being an enrolled Agent is a plus but not a requirement.
Spanish Speaking is a plus but not a requirement.
Bookkeeping & Financial Management
Maintain an accurate and organized record of all financial transactions using accounting software (e.g., QuickBooks, Xero).
Perform bank and credit card reconciliations on a monthly basis.
Manage accounts payable and accounts receivable, including processing invoices and payments.
Update and maintain the general ledger and ensure all entries are accurate (applying double-entry bookkeeping principles).
Prepare monthly or quarterly financial statements, including balance sheets and income statements, for client review.
Process payroll and related filings (e.g., year-end 1099 filings) as required.
Company Description Family Owned and operated. Great environment
#J-18808-Ljbffr