Job description

Job Title: Tax Preparer - Enrolled Agent ( EA ) or Certified Public Accountant (CPA)

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Department: *Financial Dimensions, Inc.
Schedule: Temporary full-time or part-time through April 2023 (tax season position)

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Function:*

The Tax Preparer is responsible for accurately preparing and reviewing federal and state income tax returns.

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Position Requirements:*

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GENERAL:*

• Detail oriented and ability to multi-task
• Good communication, customer service and interpersonal skills
• Ability to prepare federal and state tax returns and provide tax planning services with minimal direction

• EDUCATION: High school diploma or GED equivalent. Preferred: Bachelor’s degree
• LICENSES: EA or CPA

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Duties:*

The duties include interacting with clients and staff to collect and organize tax data used to prepare income tax returns. Prepare and review income tax returns and provide tax planning services. Assist staff as needed. Maintain and secure all client and office records with accuracy and diligence.

Job duties include:

• Provide telephone support
• Schedule appointments
• Input pertinent tax information and data from tax documents and worksheets for federal and state tax returns using ProSeries software
• Create spreadsheets in Excel to compile/reconcile client data
• Identify and extract information provided on source documents such as brokerage statements, W-2s, Form 1099s, Form 1098s, client worksheets, FDI worksheets, etc.
• Research and apply tax codes based on federal and state requirements
• Contact clients for missing information
• Review input for accuracy
• Scan tax documents
• Process tax returns which includes collecting and organizing data from clients, inputting pertinent information on the appropriate federal and state tax forms, schedules and worksheets such as Forms 1040, 8283, 502, Schedules 1-6, A, B, C, D and E, and Social Security Benefits Worksheet using the tax software, source documents and FDI work papers, reviewing the completed tax return with clients, collecting payment, etc.
• Complete QuickBooks entries including invoices, payments and reconciliation
• Help clients with tax return pick up
• Provide instruction to the client to complete the filing process for federal and state returns, remit payment for balances, remit estimated tax payments, etc.
• Secure signatures and all documents required to comply with the electronic e-file process for the federal and state authorities
• Complete the electronic filing process including transmission and acceptance
• Perform other general office duties

Adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position including all aspects of the Bank Secrecy Act, Fair Lending, and Information Security.

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Equal Opportunity Employment*

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First Financial of Maryland Federal Credit Union is an Equal Opportunity employer with a strong commitment to hiring for our mission and diversifying our staff. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, marital status, protected veteran status or any other factor protected by law._

Job Types: Full-time, Part-time, Temporary

Pay: $25.95 - $38.92 per hour

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