Job Description

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.

Required Skills and Experience:

• Proficiency in Microsoft Excel and general Microsoft Office tools.
• At least 2+ years of experience in US tax preparation or related fields.
• Strong attention to detail and the ability to spot discrepancies or missing information.
• Ability to work 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.

PrismHR is a fast-paced SaaS company which provides customers with a cloud-based payroll process software application. PrismHR also provides professional services including system implementation consulting, custom configurations, and training. Lastly, via the Companys Marketplace platform customers and end users access other human resources and employee benefits applications from PrismHRs Marketplace Partners.Diversity, Equity and Inclusion Program/Affirmative Action Plan:
We have transformed our company into an inclusive environment where individuals are valued for their talents and empowered to reach their fullest potential. At PrismHR, we strive to continually lead with our values and beliefs that enable our employees to develop their potential, bring their full self to work, and engage in a world of inclusion.Ensuring an inclusive environment for our employees is an integral part of the PrismHR culture. We aren't just checking a box, we are truly committed to creating a workplace that celebrates the diversity of our employees and fosters a sense of belonging for everyone. This is essential to our success. We are dedicated to building a diverse, inclusive, and authentic workplace, so if youre excited about our roles but your past experience doesnt align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for these open roles or other open roles. We particularly encourage applicants from traditionally under-represented groups as we seek to increase the diversity of our workforce and provide fair opportunities for all.As a proud Equal Opportunity and Affirmative Action Employer, PrismHR encourages talent from all backgrounds to join our team. Employment decisions are based on an individuals qualifications as they relate to the job under consideration. The Companys policy prohibits unlawful discrimination based on sex (which includes pregnancy, childbirth, breastfeeding, or related medical conditions, the actual sex of the individual, or the gender identity or gender expression), race, color, religion, including religious dress practices and religious grooming practices, sexual orientation, national origin, ancestry, citizenship, marital status, familial status, age, physical disability, mental disability, medical condition, genetic information, protected veteran or military status, or any other consideration made unlawful by federal, state or local laws, ordinances, or regulations.The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers.Privacy Policy: For information about how we collect and use your personal information, please see our privacy statement available at https://www.prismhr.com/about/privacy-policy.PrismHR provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need a reasonable accommodation due to a disability, you may use the following alternative email address to contact us about your interest in employment at PrismHR: taglobal@prismhr.com. Please indicate in the subject line of your email that you are requesting accommodation. Only candidates being considered for a position who require an accommodation will receive a follow-up response.#LI-ML1Powered by JazzHR

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