Entry level Tax preparation

Job SummaryEmbark on an exciting journey in the world of finance with our Entry Level Tax Preparation role! This position offers a fantastic opportunity to develop foundational tax skills, gain hands-on experience in tax and accounting processes, and contribute to helping clients navigate their financial responsibilities. You will support senior tax professionals by preparing basic tax returns, organizing financial documents, and learning essential tax concepts. This role is ideal for motivated individuals eager to start a career in accounting, taxation, or financial services, with a focus on accuracy, compliance, and continuous learning.Duties• Assist in gathering and organizing client financial documents such as income statements, receipts, and expense reports for tax preparation. • Prepare preliminary tax returns under supervision, ensuring all data is accurate and complete. • Support the review of financial statements and perform basic account reconciliations using accounting software like QuickBooks or Xero. • Learn to apply fundamental tax concepts including debits & credits, double entry bookkeeping, and GAAP (Generally Accepted Accounting Principles).• Help identify potential deductions and credits relevant to individual or small business clients. • Maintain detailed records of all client interactions, document submissions, and completed work for regulatory compliance. • Collaborate with team members on projects involving estate planning, wills & trusts, or non-profit accounting when applicable. • Participate in ongoing training sessions to deepen understanding of tax laws such as securities law, LIHTC (Low-Income Housing Tax Credit), and regulatory reporting standards like SOX (Sarbanes-Oxley Act).• Support the preparation of financial reports including balance sheets and income statements, interpreting financial data to assist senior staff. • Contribute to the continuous improvement of processes related to account analysis, account reconciliation, and financial report writing. Skills• Basic understanding of accounting principles such as GAAP and double entry bookkeeping. • Familiarity with accounting software including QuickBooks, Sage, Xero or similar platforms. • Knowledge of fundamental tax concepts including tax accounting practices and debits & credits.• Exposure to estate planning tools like wills & trusts or non-profit accounting is a plus. • Strong analysis skills with attention to detail for account reconciliation and financial analysis tasks. • Ability to interpret financial statements and reports accurately. • Excellent organizational skills for managing multiple client files and documentation efficiently. • Effective communication skills for collaborating with team members and explaining basic financial concepts clearly. • Willingness to learn about securities law, mergers & acquisitions, private equity, asset management, and other advanced financial topics as part of professional growth.• Familiarity with budgeting processes and payroll procedures is advantageous. • Demonstrated interest in financial services such as investment analysis or financial planning. This entry-level position provides a stepping stone into the dynamic world of taxation and finance while fostering your professional development through real-world experience in a supportive environment. Join us to build your expertise in accounting software applications like QuickBooks or Sage while gaining insight into complex financial concepts that drive successful careers in finance!Job Types: Full-time, Part-time, Seasonal, ContractPay: $23.23 - $100.00 per hourBenefits:• Employee discount• Work from homeWork Location:Remote Apply tot his job