Seasonal Tax Preparer - 2025

Posted:
7/31/2024, 3:14:59 PM

Experience Level(s):
Internship

Field(s):
Accounting

The Tax Preparer will work closely with RKL’s Tax Managers to assist with the tax preparations of RKL’s client base.

Success Factors

Responsibilities

  • Scan, file and organize necessary tax documentation into the firm system
  • Conduct tax interviews with clients to determine the best and most compliant course of action
  • Provide IRS audit support as needed
  • Mentor and support Interns and Associates
  • Provide guidance to Tax Interns in the scanning and preparation of tax returns
  • Maintains accurate time and expense records to ensure proper billing of clients

People Management/Relationships

  • Take initiative to be a team player (proactively seek opportunities to help others)
  • Treat everyone with respect
  • Develop loyalty and trust within the team
  • Successfully adapt to different personalities and working styles
  • Proactively and effectively communicate information regarding status issues to team members
  • Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions
     

Required Skills

  • Excellent organization skills and strong attention to detail
  • Multitasker with the ability to prioritize work accordingly
  • Excellent verbal and written communication skills with strong client service focus
  • Strong analytical and interpersonal skills
  • Ability to work autonomously under the pressure of tight deadlines and multiple priorities

Education, Experience and Certifications

  • High school degree or GED required, Bachelor’s degree in Accounting or any related field is a plus
  • Enrolled Agent Licensure (CPA designation is not required)
  • A valid PTIN is required
  • Prior public accounting experience is preferred
  • Previous experience preparing 1040’s and other tax forms
     

Essential Functions

  • Must be able to remain in a stationary position as needed
  • The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
  • Ability to communicate in a professional manner and exchange information with internal and external actors as needed
  • Ability to lift/carry up to 20 pounds
  • Ability to work outside of normal business hours and weekends as needed
  • Ability to travel to local and non-local clients as needed, overnight travel may be required
  • This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range:

$20.00 - $30.00