Tax Preparer

At Vintti, we're redefining the economics of staffing for US businesses. Our agency connects SMBs, startups, and firms with top Latin American talent, offering a dual benefit of high-quality work and cost savings. By tapping into this rich talent pool, our clients can optimize their budgets, increase productivity, and gain a competitive advantage in their respective markets.

A Tax Preparer is a professional responsible for preparing, reviewing, and filing tax returns for individuals and businesses. They ensure that clients comply with all federal, state, and local tax regulations, while aiming to maximize tax benefits and minimize liabilities. This role involves gathering financial information, identifying applicable deductions and credits, and staying informed about changes in tax laws. Effective communication, accuracy, and confidentiality are key, as Tax Preparers assist clients in navigating complex tax issues and provide guidance on financial strategies to optimize their tax positions.

- Bachelor's degree in accounting, finance, or a related field
- Certification as an Enrolled Agent (EA) or Certified Public Accountant (CPA), or Tax Preparer certification
- Minimum of 2-3 years experience in tax preparation or a related accounting field
- In-depth knowledge of local, state, and federal tax laws and regulations
- Proficiency in tax preparation software, such as TurboTax, TaxAct, or similar programs
- Strong analytical and problem-solving skills
- Excellent attention to detail and accuracy
- Ability to interpret complex financial documents and tax regulations
- Strong organizational and time-management skills
- Excellent communication and interpersonal skills
- Ability to maintain confidentiality of client information
- Strong client service orientation
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office, especially Excel
- Familiarity with electronic filing processes and systems
- Up-to-date with continuing education requirements and industry developments

- Review financial records and documents to determine necessary tax forms.
- Prepare and complete tax forms in compliance with all tax regulations.
- Calculate owed taxes utilizing tax form instructions and relevant software.
- Assist clients in claiming eligible deductions and credits.
- Advise clients on the impact of tax liabilities and tax law changes.
- Conduct client interviews to gather and clarify financial information.
- Correct financial record errors made by clients.
- File tax returns electronically and manage the submission process.
- Stay informed on changes in tax codes and regulations.
- Provide support and representation for clients during audits.
- Identify and address potential tax issues for clients.
- Organize and maintain detailed and confidential client records.
- Respond to client inquiries promptly and maintain regular communication.
- Schedule and manage client appointments for timely task completion.
- Collaborate with team members and other departments.
- Participate in training and professional development activities.

The ideal candidate for the Tax Preparer role will possess a Bachelor's degree in accounting, finance, or a related field and hold a certification as an Enrolled Agent (EA), Certified Public Accountant (CPA), or Tax Preparer certification, with a solid track record of 2-3 years in tax preparation or a similar accounting field. This individual will demonstrate a profound understanding of local, state, and federal tax laws and regulations, coupled with proficiency in tax preparation software like TurboTax or TaxAct, and Microsoft Office, particularly Excel. Exceptional analytical and problem-solving abilities, paired with a meticulous attention to detail and accuracy, are essential. The candidate will excel in interpreting complex financial documents and tax regulations, maintaining confidentiality, and providing clear, constructive communication to clients and team members alike. With outstanding organizational and time-management skills, this person will efficiently manage multiple tasks and deadlines, demonstrating a proactive and adaptable approach in a fast-paced environment. A strong client service orientation, with a focus on building long-term relationships, reliability, and the ability to simplify complex tax concepts for clients, will set this candidate apart. Additionally, the ideal candidate will exhibit strong ethical standards, resilience in managing challenging client scenarios, and a keen interest in continuous professional development, reflecting a commitment to staying abreast of industry developments and maintaining up-to-date educational requirements.

- Review financial records, such as income statements and documentation of expenditures, to determine forms needed for tax return preparation.
- Prepare completed tax forms, ensuring compliance with local, state, and federal tax regulations.
- Compute taxes owed, following tax form instructions and utilizing tables or software.
- Assist clients in claiming appropriate deductions and credits based on individual circumstances.
- Advise clients about the impact of tax liabilities, changes in tax laws, and any necessary adjustments to future financial planning.
- Interview clients to gather additional financial information and clarify details as needed.
- Correct errors by clients in their financial records and documentation.
- File clients' tax returns electronically and manage the submission process.
- Stay updated on tax code changes, new regulations, and other industry developments.
- Offer support and advice during audits, representing clients in interactions with tax authorities when necessary.
- Identify potential tax issues and develop strategies to minimize tax liabilities.
- Organize and maintain client documents and records with high attention to detail and confidentiality.
- Respond promptly to client inquiries and maintain regular communication for status updates.
- Schedule and manage appointments to ensure timely completion of tax preparation tasks.
- Collaborate with other team members or departments to ensure smooth workflow and adherence to company procedures.
- Participate in training sessions and professional development activities to enhance skill sets and stay current in the field.

- Strong numerical and analytical aptitude
- High degree of accuracy and detail-oriented approach
- Excellent written and verbal communication skills
- Ability to manage multiple tasks and deadlines simultaneously
- Proactive problem-solving skills
- Strong ethical standards and integrity
- Adaptable and able to thrive in a fast-paced environment
- Strong client service orientation with a focus on building long-term relationships
- Ability to simplify and explain complex tax concepts to clients
- Effective at handling confidential information with discretion
- Team-oriented mindset with the capability to work independently
- Keen interest in ongoing learning and professional development
- Resilience and persistence in managing challenging client scenarios
- Dependability and reliability in meeting client and company expectations
- Strong organizational and time management skills

- Competitive salary based on experience and qualifications
- Comprehensive health insurance plan (medical, dental, vision)
- Retirement savings plan with employer match
- Paid time off (vacation, sick leave, and holidays)
- Flexible work schedule options
- Opportunities for remote work or telecommuting
- Professional development and continuing education opportunities
- Reimbursement for certification and licensing fees
- Employee assistance programs (EAP)
- Life and disability insurance coverage
- Performance bonuses and incentives
- Wellness programs and gym membership discounts
- Company-sponsored training sessions and workshops
- Opportunities for career advancement and growth within the company
- Supportive team environment
- Access to the latest tax preparation software and technology
- Regular company-sponsored social events and team-building activities
- Commuter benefits or transportation allowances
- Generous parental leave policies
- Employee discount programs