Tax Preparer

Garcia & Carlson Cpa Pa
Naples, FL

Job Description

Job Description

Benefits:

  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Vision insurance
  • Paid time off
Benefits/Perks
  • Careers Advancement Opportunities
  • Flexible Scheduling
  • Competitive Compensation
Job Summary
We are seeking a detail-oriented and proactive Tax Preparer to join our dynamic team. In this role, you will be responsible for preparing accurate and compliant tax returns for individuals and businesses. This position offers an exciting opportunity to apply your tax experience and accounting skills in a fast-paced environment that values precision, integrity, and client service.

Responsibilities
  • Prepare federal, state, and local tax returns for diverse clients, ensuring compliance with current tax laws and regulations.
  • Conduct thorough reviews of financial documents, including income statements, balance sheets, and general ledger entries to gather necessary data for accurate filings.
  • Analyze financial statements and reports to identify potential deductions, credits, and tax-saving opportunities.
  • Experience with software such as QuickBooks, SPBinder & UltraTax
  • Support regulatory reporting requirements by preparing detailed reports aligned with GAAP (Generally Accepted Accounting Principles).
  • Communicate with clients regarding missing information or tax-related questions
  • Maintain confidentiality of sensitive financial information
  • Assist with tax planning and year-round client support as needed
Qualifications
  • Bachelor's Degree
  • Previous experience as a Tax Professional
  • Knowledge of federal and state tax laws
  • Skilled in Microsoft Excel and accounting software
  • Excellent mathematical and analytical skills
  • Strong verbal and written communication skills
  • Experience with individual, corporate, and small business returns
  • Familiarity with bookkeeping or accounting principles
Posted 2026-06-20

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