About the Role
As an Experienced Seasonal Tax Preparer, you will be responsible for preparing accurate and complete individual and small business tax returns. You will work directly with clients to gather tax-related information, answer questions, and ensure timely filing of federal and state returns.
About Us
AJK, LLC is a trusted provider of tax preparation and financial services with a strong reputation for accuracy, professionalism, and exceptional client service. We are currently seeking experienced seasonal tax preparers to join our team for the upcoming tax season.
Key Responsibilites
· Prepare federal and state individual tax returns (1040) and, if applicable, small business returns (Schedule C, 1065, 1120, etc.)
· Review client documents for completeness and accuracy
· Conduct client interviews (in person, by phone, or virtually) to gather necessary information
· Stay updated on tax laws and IRS regulations
· Provide excellent client service and maintain client confidentiality
· Identify potential tax credits and deductions to ensure accurate returns
· Use tax software (e.g., Lacerte, ProSeries, TaxSlayer, etc.) to complete filings
· E-file returns and assist clients with payment or refund options
· Respond to IRS or state notices if necessary
Required Qualifications
· Minimum 2+ years of recent tax preparation experience
· Strong knowledge of federal and state tax codes
· PTIN (Preparer Tax Identification Number) required
· EA (Enrolled Agent) or CPA certification preferred, but not required
· Experience with tax preparation software (please specify which)
· Excellent communication and client service skills
· Strong attention to detail and organizational skills
· Ability to work independently and as part of a team
· Flexibility to work extended hours during peak season
Preferred Qualifications
N/A
To Apply:
Please submit your resume, a brief cover letter highlighting your tax preparation experience, to include an estimated number of tax returns completed by category, and any relevant certifications to afreeman@ajkllc.com.