Tax Preparer

3 days ago


Cebu City, Central Visayas, Philippines CallTek Full time
Overview

We are seeking a detail-oriented and experienced Tax Preparer to join our team. The ideal candidate will have a strong background in tax preparation, data entry, and document management. This is an on-site, full-time position with responsibilities including tax filing, data entry, and client communication.

Key Responsibilities
  • Prepare and process tax documents, including 1099s, retirement income, and stock transactions.
  • Utilize Drake Software for tax preparation and filing or similar.
  • Perform data entry tasks, including transcribing and entering information from documents into relevant platforms.
  • Review documents and identify missing or incomplete information.
  • Manage client information and interact with clients through email and phone calls.
  • Use QuickBooks (Plus) for bookkeeping and data management.
  • Scan, organize, and upload documents using the designated platform.
  • Maintain an organized tax client hub for managing client data.
Qualifications
  • Proficiency in Microsoft Excel and Microsoft Office tools.
  • At least 2+ years of experience in tax preparation or a related field.
  • Strong attention to detail and the ability to spot discrepancies or missing information.
  • Experience with tax-related software, particularly Drake Software or similar, QuickBooks Plus, and other client management tools.
  • Excellent communication skills, both written and verbal.
  • Ability to handle client interactions via email and phone calls.
  • Experience with U.S. tax regulations is preferred.
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