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Racine, WI

Post Date: 10/03/2017 Job ID: 8313 Industry: ACCOUNTING
  • Must have a high school diploma or equivalent. Technical school or college course work in accounting preferred.
General Info
Under general supervision and in accordance with established policies and procedures, performs a variety of services related to income tax preparation. This position has access to and works with information of a sensitive, highly confidential nature; and regularly deals with diverse matters which require a working knowledge of the tax preparation business. Focus is on individual tax returns, but we also prepare business and fiduciary returns. Must be detail oriented, dependable, self-starter with strong communication skills, able to work independently, and a quick learner.
Major Responsibilities:
  • Checks the hold drawer daily and contacts customers for additional information, as necessary, to insure accurate completion of tax returns.
  • Assists with the completion of related tax forms in accordance with policies, and in compliance with legislation and regulations.
  • Scan, copy and fax returns into DMS to ensure practice has copies of all documents presented and that client folders are available for return in correct order.
  • Assists with tax related research questions and issues, and responds to customers appropriately and within a timely manner.
  • Assists with general office support such as filing, mailing, etc., when necessary. Makes calls to customers. Coordinates appointments with clients and staff to meet both client and staff goals.
  • Helps the office achieve and exceed established goals. Performs other duties as required.
  • Prior year tax preparation a minimum.
  • Course of study in tax preparation and/or accounting preferred, but not necessary.
  • Accounting degree from technical school preferred.
  • Good communication, interpersonal and customer services skills.
  • Demonstrated ability to work in a fast-paced business environment.
  • Basic knowledge of computer functions and software required (Word and Excel).
  • Previous experience in tax preparation and filing a plus.
  • Working knowledge of QuickBooks and Lacerte tax preparation software even better!
  • Potential for full time/year-round employment.

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