INDEPENDENT TAX PREPARER – WANTED- NOT a Remote Position

INDEPENDENT TAX PREPARER – WANTED

NOT a Remote Position.

BOLTON BOOKKEEPING & TAX SERVICE, a high-quality provider of accounting and income tax services since 1989, is seeking an Independent Tax Preparer to join our Team immediately.

About Us:

“BBTS” is a small, residence-based, well-established firm committed to providing exceptional financial services to individuals and businesses year-round, in a comfortable, yet supportive and professional environment. Our success is built on three core principles: Integrity, Accuracy and Personalized Service. Due to our passionate commitment to these principals, BBTS has continued to grow through word-of-mouth referral, without any formal means of advertisement in 20+ years. Tax return preparation and small business accounting represent the vast majority of our work, though other components of the business include payroll services & reporting, sales & use tax return preparation, notarial acts, tax planning, and general business setup and consultation.

We are seeking a motivated, detail-orientated and experienced Tax Preparer to join our team and assist clients with accurate and timely tax preparation and filing. The ideal congenial candidate will have a strong understanding of tax laws and a commitment to helping clients navigate basic-to-moderately complex tax situations, while maximizing their returns.

Key Responsibilities:

 Conduct one-on-one interviews with clients to gather all necessary financial data, including income statements, expenses, and other documentation.

 Timely prepare and file accurate federal and state tax returns for various client types (e.g., Individuals, Corporations, Partnerships, Trusts, Non-Profits).

 Utilize tax preparation and accounting software to input data and ensure compliance with current tax codes and regulations.

 Identify potential deductions, credits, and liabilities to ensure clients receive the maximum benefit permitted under the law.

 Provide tax planning advice and answer client questions regarding tax situations and future tax planning.

 Maintain confidentiality and accuracy of all client records and information.

 Stay up-to-date with changes in tax laws and regulations through ongoing professional education, training and literature.

 Review and professionally respond to correspondence as generated by taxing agencies.

 Maintain all (internal) client files and records according to office policies and procedures.

 Confer and assist other Team members with tax questions, returns and accounting.

Required Qualifications & Skills:

Active Preparer Tax Identification Number (PTIN).

Minimum 3 years’ experience in individual and business tax preparation, preferably in a public accounting setting.

In-depth knowledge of applicable federal, state and local tax laws, and filing requirements.

Ability to manage multiple priorities and diligently meet deadlines.

Familiarity in tax preparation and accounting software’s, preferably Intuit based QuickBooks and ProSeries; and Microsoft Excel and Word.

Excellent oral, written and interpersonal English communication skills.

Detail-oriented, organized, and with a propensity to maintain a tidy workspace.

Groomed and professionally presentable appearance.

A sense of humor and love of animals. Not mandatory but a HUGE plus.

Compensation:

Independent Tax Preparer (“ITP”) shall work on a gross commission base percentage of the tax return prepared, along with an established hourly rate for other projects. BBTS shall furnish ITP with an office, furnishings, computer with peripherals, software, office supplies, utilities, reference materials, and support staff, to perform the aforementioned duties. ITP is responsible for maintaining all education and annual licensing requirements, surety bond, and errors & omissions insurance.

How to Apply:

If you are a motivated, detail-oriented and a creatively skilled tax professional looking to grow with a dedicated firm, WE WELCOME YOU TO APPLY! Please submit your resume along with a cover letter detailing your relevant experience, qualifications and enthusiasm for the specific position. No telephone calls at this time.

To be Candid…:

If you seek a hierarchically structured corporate environment, with aspirations of a big, prestigious corner office with a view, we wish you well as this truly is NOT the position for you. However, if you desire a relaxed, professional atmosphere wherein clients and staff are more like family; still hold dear to the business philosophy that strong, long-term relationships are best built on respect and personalized attention, and wherein your word IS your bond, than PLEASE, initiate communication at once!

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