Seasonal Licensed Tax Preparer - LTC

McMinnville, Oregon, United States Part-time

Fiducial, Inc.

Licensed Tax Preparer (LTP)

McMinnville, OR

 

Company Overview

Founded in France in 1970, Fiducial is a major provider of financial services (Business Counseling, Bookkeeping, Payroll and Tax Preparation & Advisory Services) to small businesses and their owners. As a trusted advisor to entrepreneurs, Fiducial provides the financial back office infrastructure to clients, allowing them to focus on what they do best:  serve their customers.

Position Overview

Fiducial is looking for a Licensed Tax Preparer for their office in McMinnville, OR. This position reports directly to the District Manager.

The LTP will work in a team environment providing tax compliance, reporting and researching services to our clients and will be primarily responsible for individual, corporate and partnership tax preparation.

The LTP will be responsible for accurately preparing, checking and filing tax return forms and for gathering information to do so by interviewing clients about their work, their investments, their expenses and any unusual or significant events of the previous year, such as a new job, retirement, home improvements, or capital losses or gains. In this way, preparers pick up clues to possible deductions and credits and then follow up with additional questions to obtain the necessary details. Preparers will also use copies of previous tax returns, wage statements from employers, year-end interest and dividend summaries to assess tax liability. Additional responsibilities include but are not limited to: scheduling appointments; explaining policies and procedures; and retrieving data and materials.

 

Desired Skills/ Experience/Attributes

  • 2+ years experience preparing and reviewing tax returns.
  • Proven experience in technical tax competencies on individual, corporation, s-corporation and partnership matters.
  • Proven track record of solving practical problems and dealing with a variety of variables
  • 1+ years experience providing research support or guidance on tax/financial issues for clients
  • Proven ability to handle a high-volume workload at a high level of efficiency
  • High proficiency with accounting and office software applications

 The ideal candidate for this position:

  • Has an unrivaled ability to work with peers, staff and senior management collaboratively in a team-oriented environment.
  • Has an entrepreneurial drive
  • Has strong verbal and written communication skills
  • Has exceptional organizational and time management skills
  • Is a detail oriented individual contributor with the ability to “think outside the box”
  • Possesses an unquestionable level of integrity and respects quality assurance requirements.
  • Has a history of building relationships with clients and colleagues
  • Is committed to fostering and maintaining a service culture.

 

Education, Certificates, Licenses, Registrations

  • Must be a Licensed Tax Preparer (LTP)
  • Active PTIN required

*CB

*MJ

Apply for this opening at http://fiducial.recruiterbox.com/jobs/fk01k7v?apply=true