Our Tax Professional job description includes the responsibilities, duties, skills, education, qualifications, and experience.
About the Tax Professional role
A Tax Professional is responsible for providing advice and services related to the preparation and filing of taxes, as well as advising clients on a variety of tax matters. They must be knowledgeable in laws and regulations, and be able to interpret them in order to provide accurate tax advice. Tax Professionals must be organized, detail-oriented, and possess excellent communication and customer service skills.
Role Purpose
The purpose of a tax professional is to provide support and guidance in the filing of taxes for individuals, businesses, and other entities. They are responsible for preparing, analyzing, and filing taxes in a timely manner. Tax professionals must ensure accuracy and compliance with federal, state, and local tax regulations. Additionally, they may need to provide tax planning and advice to help clients maximize their financial benefits.
Tax Professional Summary
Tax Professional Job Summary
We are looking for a Tax Professional to manage our clients’ tax filings and ensure compliance with all applicable federal, state, and local tax regulations. The ideal candidate will have a strong background in accounting, tax, and financial planning, and excellent communication and organizational skills.
In this role, you will be responsible for preparing and filing individual, corporate, and trust tax returns, researching tax law, identifying potential tax savings opportunities, and representing clients in front of the IRS. You will also provide tax advice to clients and help them with any tax-related questions they may have.
To be successful in this role, you should have extensive experience in taxation, a CPA certification, and a strong knowledge of tax software. Excellent communication and problem-solving skills are also essential.
If you are a motivated individual with excellent tax and accounting skills, we would love to hear from you.
Tax Professional Duties
- Advise clients on tax regulations and filing requirements
- Prepare and submit tax returns and other documents to the appropriate authorities
- Identify and research tax incentives and deductions to minimize clients' tax liabilities
- Maintain knowledge of changes in tax regulations
- Develop and implement strategies to minimize clients' overall tax liability
- Manage and respond to IRS inquiries
- Provide guidance and advice on investments and tax planning
- Review and reconcile accounts
- Assist clients in resolving tax issues
Tax Professional Skills
- Tax Preparation
- Accounting Principles
- Tax Compliance
- Tax Research
- Tax Return Review
- Tax Planning
Tax Professional Requirements
- Excellent analytical, organizational, and communication skills
- Knowledge of tax regulations, laws, and compliance requirements
- Ability to maintain confidentiality of sensitive information
Personal Traits
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively
- Ability to prioritize tasks and meet deadlines