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Fiinancial Additions has a great remote position for a degreed, experienced tax preparer for both high-net worth individuals and businesses (partnerships,trusts, multi-state entities). This is a contract role thru tax season. Applicant must live in the DFW area.
Responsibilities include:
Prepare complex federal, state and local individual tax returns for high net-worth clients and businesses.
Research complex tax issues.
Special projects assigned.
Provide excellent customer serivce and resolve any client concerns/inquiries.
Qualifications include:
1+ years of experience with individual and business tax return preparation and/or review
Experience with multi-state, trust, executive compensation, and partnership tax is preferred
Analytical and thorough research skills
Excellent multi-tasker and highly organized
Strong communicator - both verbal and written; good customer service skills
Must have a current PTIN
Experience using Lacerte, Ultratax or other tax software
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