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  • Tax Preparer

    JMR Financial Group Inc.
    Job Description

    The Tax Preparer’s primary responsibilities include tax preparation and tax support functions. This position may also perform other duties relating to the operations of JMR Financial Group as assigned. Essential Duties & Responsibilities
    I. Preparation of Individual and Business Tax Returns.
    II. Communicating with Clients Regarding Their Tax Return Preparation and Completion.
    III. Scan and File Client Documents.
    IV. Tax Law and Tax Software Research.
    V. Compile Tax Returns and Assemble Tax Package for Distribution to Client.
    VI. Schedule Client Meetings
    VII. Review and Understand Financial Records.
    VIII. Assist with Year-End Accounting for Business Tax Returns.
    IX. Assist Tax Manager and Other Departments with Projects as Needed License(s) / Certification(s) / Registration(s) Required:
    Preferred: Certified Public Accountant, Enrolled Agent, or completion of H&R Block Tax Training Class Education Required Required: High School Diploma Preferred: Bachelor’s Degree or AA Degree in Accounting or Finance Amount and Type of Experience Required: Preferred: Previous experience preparing personal and business tax returns. Ability to organize, multi-task and prioritize. Previous experience with Intuit Tax Online Software SKILLS Adaptability and Flexibility Effective Verbal and Written Communication Skills Excellent Customer Service Good Multi-Tasking and Problem-Solving Skills Demonstrated Competence Excellent Math Skills Proficient in Excel and Word Software Knowledge of Intuit Tax Online Software

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