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Title

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Tax Representative

Description

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We are looking for a dedicated and detail-oriented Tax Representative to join our team. The ideal candidate will have a strong background in tax preparation, compliance, and advisory services. As a Tax Representative, you will be responsible for assisting clients with their tax-related needs, ensuring compliance with federal, state, and local tax regulations, and providing expert advice on tax planning and strategies. You will work closely with clients to gather necessary documentation, prepare accurate tax returns, and identify potential tax savings opportunities. Additionally, you will stay up-to-date with the latest tax laws and regulations to provide the most current and effective advice. The role requires excellent communication skills, as you will be explaining complex tax concepts to clients in a clear and understandable manner. You should also be highly organized and able to manage multiple clients and deadlines simultaneously. If you are passionate about helping clients navigate the complexities of the tax system and are committed to providing exceptional service, we would love to hear from you.

Responsibilities

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  • Prepare and file accurate tax returns for individuals and businesses.
  • Ensure compliance with federal, state, and local tax regulations.
  • Provide expert advice on tax planning and strategies.
  • Assist clients in gathering necessary documentation for tax preparation.
  • Identify potential tax savings opportunities for clients.
  • Stay up-to-date with the latest tax laws and regulations.
  • Communicate complex tax concepts to clients in a clear manner.
  • Manage multiple clients and deadlines simultaneously.
  • Review and analyze financial statements for tax implications.
  • Assist with tax audits and respond to inquiries from tax authorities.
  • Maintain detailed and organized records of all tax-related documents.
  • Collaborate with other team members to provide comprehensive tax services.
  • Conduct research on specific tax issues as needed.
  • Develop and maintain strong relationships with clients.
  • Provide training and support to junior tax staff.

Requirements

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  • Bachelor's degree in Accounting, Finance, or related field.
  • Certified Public Accountant (CPA) designation preferred.
  • Minimum of 3 years of experience in tax preparation and compliance.
  • Strong knowledge of federal, state, and local tax laws.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with strong analytical skills.
  • Ability to manage multiple clients and deadlines.
  • Proficient in tax preparation software and Microsoft Office Suite.
  • Strong problem-solving skills.
  • Ability to work independently and as part of a team.
  • High level of integrity and professionalism.
  • Strong organizational skills.
  • Ability to explain complex tax concepts in a clear manner.
  • Experience with tax planning and advisory services.
  • Ability to conduct thorough research on tax issues.

Potential interview questions

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  • Can you describe your experience with tax preparation and compliance?
  • How do you stay up-to-date with the latest tax laws and regulations?
  • Can you provide an example of a complex tax issue you resolved for a client?
  • How do you manage multiple clients and deadlines simultaneously?
  • What tax preparation software are you proficient in?
  • How do you approach identifying potential tax savings opportunities for clients?
  • Can you explain a time when you had to communicate a complex tax concept to a client?
  • What strategies do you use for effective tax planning?
  • How do you handle tax audits and inquiries from tax authorities?
  • What steps do you take to ensure accuracy in tax return preparation?
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