Job Description
Tax Preparer assists in completing tax returns in compliance with federal, state, and local tax laws.
Duties include
gathering financial documents, calculating taxes, identifying eligible
deductions and credits as follows:
Gather and organize financial records , such as W-2s, 1099s, receipts for expenditures and other income statements.
Analyze financial documents to ensure accuracy and identify potential tax-saving opportunities.
Use professional tax software to accurately input client data and prepare tax returns.
Calculate taxes owed or refunds due , using applicable federal, state, and local tax laws.
Identify potential deductions and credits to minimize a client's tax liability and maximize their return.
Review all tax forms for completeness, accuracy, and compliance before filing.
Stay current with changes in tax legislation, regulations, and tax codes at all government levels.
Submit cover letter and resume.
Company DescriptionMassey Morgan Financial Solutions, LLC specializes in working with retirees and those approaching retirement, developing retirement and insurance planning solutions as well as tax preparation.
Massey Morgan Financial Solutions, LLC specializes in working with retirees and those approaching retirement, developing retirement and insurance planning solutions as well as tax preparation.
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