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