Tax Preparer

Roherri Legacy Advisors is a trusted financial services firm dedicated to providing exceptional tax preparation, financial planning, and insurance services. With a focus on accuracy, customer service, and integrity, we help our clients navigate the complexities of tax season with ease. We're currently seeking an experienced Tax Preparer to join our team and assist clients with preparing and filing their taxes.

Position Overview:

As a Tax Preparer at Roherri Legacy Advisors, you will be responsible for preparing tax returns for individuals and businesses, ensuring compliance with federal, state, and local tax laws. You'll work directly with clients, reviewing their financial information, and helping them understand their tax obligations and potential deductions.

Responsibilities:

Prepare tax returns for individuals and small businesses, ensuring accuracy and compliance with tax laws.

Review financial records such as income statements, tax forms, and supporting documents.

Communicate with clients to gather necessary information and explain tax preparation processes.

Stay up-to-date with current tax laws and regulations to ensure the most accurate filings.

Assist clients with tax planning and identify opportunities for tax savings.

File tax returns electronically and follow up with clients as needed.

Maintain confidentiality of client information at all times.

Requirements:

Proven experience as a Tax Preparer or in a similar role.

Knowledge of tax preparation software (e.g., TurboTax, Drake, ProSeries, etc.).

Strong understanding of federal, state, and local tax regulations.

Excellent attention to detail and ability to meet deadlines.

Strong communication and customer service skills.

Tax certification (e.g., IRS PTIN) preferred but not required.

Enrolled Agent (EA), CPA, or other relevant certifications a plus.

Ability to work independently and as part of a team.

Previous experience with individual and small business tax preparation preferred.

Benefits:

Competitive salary with performance-based bonuses.

Flexible work schedule and remote work options.

Health and dental insurance (for full-time employees).

Paid time off and holiday pay.

Ongoing training and professional development.

How to Apply:

To apply, please submit your resume and a cover letter explaining your experience and why you’re interested in the position to We look forward to reviewing your application!