Tax Preparer
Tax Preparer

About Us:

Pragmatic Financial Solutions is a growing tax preparation firm specializing in providing comprehensive financial services including tax preparation, credit repair, bookkeeping, business formation, and real estate services. We pride ourselves on delivering accurate, reliable, and personalized customer experience to our clients.

Job Overview:

We are seeking highly motivated and detail-oriented tax professionals to join our dynamic team. As a Tax Preparer, you will play a crucial role in assisting individuals and businesses in optimizing their financial affairs.

Responsibilities:

  • Conduct in-depth client interviews to gather necessary financial information for tax preparation.
  • Prepare and review federal, state, and local tax returns for individuals and businesses utilizing professional tax software.
  • Stay up-to-date with tax laws and regulations to ensure compliance and maximize client benefits.
  • Provide exceptional customer service by addressing client inquiries and concerns promptly and professionally.
  • Collaborate with our team of experts to offer additional services, including credit repair, bookkeeping, business formation, and real estate services within the company.
  • Identify opportunities for tax planning and offer strategic financial advice to clients.
  • Promote other business services within the company to help clients reach financial goals.

Qualifications:

  • 1 year of experience in tax preparation or a related field.
  • Proficiency in Professional Tax Software, Google Workspace, and MS Office Suite.
  • Excellent interpersonal and communication skills.
  • Strong attention to detail and accuracy.
  • Ability to work independently and as part of a collaborative team.
  • Knowledge of additional services like credit repair, bookkeeping, business formation, and real estate services is a plus.
  • Bachelor’s degree in Accounting, Finance, or other business related fields is a plus

Benefits:

  • Competitive salary; including performance-based commission and bonuses.
  • Opportunity for professional growth and development.
  • Access to a supportive and collaborative work environment.