Seasonal Tax Preparer

Jacksonville, Florida, United States

Apply

Company Overview

Since 1925, Federated has been providing a variety of business services to funeral homes. Federated supports more than 1300 clients. In size, the clients range from small rural operations to large volume firms conducting more than 1000 funerals annually.

Federated became a part of the Fiducial family in late 2011. Fiducial, founded in France in 1970, 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

Federated is looking for Seasonal Tax Preparers for the Jacksonville, FL branch.

The Seasonal Tax Preparer 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 during peak tax season.

The tax preparer 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.Experience in 1040 tax preparation and completion
  • 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

  • Bachelor’s Degree in Accounting, Finance or other business-related field preferred
  • Active PTIN required
  • Active professional license/certification (CPA or EA) preferred