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Burgos Holding Enterprises Corp.

Tax Preparer

Finanza Familiar, Inc. – Charlotte, North Carolina
Department Finanza Familiar, Inc.
Employment Type Full-Time
Minimum Experience Experienced
Compensation $15-$25, Commissions, & Bonuses

Tax Preparer

We are a local CPA firm seeking a part-time/full-time Accountant/Tax Preparer to join our team. Duties will include income tax preparation for individuals and entities, some bookkeeping, and business consulting. We offer benefits, a terrific work culture, personal and professional growth opportunities. We are looking for someone who enjoys working in a small office with a great professional team. 

Recent college graduates are encouraged to apply and will be considered. Excellent opportunity to grow in a small office environment. Skills required for the position include proficient computer skills, including Microsoft Word and Excel, ability to work independently and communicate effectively with co-workers and clients. Candidate should possess organizational skills, ability to prioritize tasks and be detail-oriented. 

FinanzaFamiliar.Com

Responsibilities

  • Prepare complex federal and multi-state individual tax returns for our high net-worth executive clients
  • Analyze tax data submitted by clients for accurate entry in tax processing software
  • Develop a clear understanding of and comply with technical and administrative procedures
  • Communicate directly with financial counselors the information necessary to complete returns
  • Prepare amended returns and develop expertise in resolving tax disputes

Qualifications

  • Associates degree with a concentration in Finance or Accounting is a plus, including at least 3 credit hours of tax
  • One year of individual tax-preparation experience is preferred
  • Experience with multi-state, executive compensation and high net-worth individual tax returns is preferred
  • CPA, MS Tax or EA is a plus
  • Familiarity with Intuit Tax software
  • Strong analytical and communication skills required

Who Are You

  • You adhere to a consultative approach. You strive to acquire information by asking discovery questions and you demonstrate effective listening skills. You exude confidence regarding our subject matter. You are honest and professional in providing ideas and alternative points of view. You educate your clients so that they are comfortable making their own decisions. You are quick to develop a relationship of trust and are viewed as a trusted adviser.
  • You are analytical. You have fun synthesizing complex and diverse information; collecting and researching data and you use intuition and experience to complement data. You are comfortable designing workflows and procedures to ensure deadlines are achieved.
  • Being dependable is important to you. You are comfortable following instructions and taking direction from management. You are keen to take responsibility for own actions and keep commitments.

Benefits

  • Vacation Plan
  • Sick Day 
  • Holiday Pay
Thank You
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Apply for this Job
  • Location
    Charlotte, North Carolina
  • Department
    Finanza Familiar, Inc.
  • Employment Type
    Full-Time
  • Minimum Experience
    Experienced
  • Compensation
    $15-$25, Commissions, & Bonuses
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