Tax Preparer

Job Description

Job Description

About Us:

Ruby Co. Concierge Tax + Accounting is a well-established, locally owned CPA firm founded in 2009. We pride ourselves on offering personalized and comprehensive tax and accounting services to both individuals and businesses within our community. We are seeking a motivated and experienced Tax Accountant to join our dynamic and supportive team. We believe in fostering a professional yet friendly environment where every team member is encouraged to take on new challenges and pursue continuous professional and personal growth.

Position Summary:

We are looking for a dedicated and detail-oriented Experienced Tax Accountant to manage a diverse portfolio of clients. The successful candidate will be a key contributor to our tax preparation services, ensuring accuracy, compliance, and effective tax planning for our clientele.

Key Responsibilities:

The Experienced Tax Accountant will be responsible for a complete range of tax preparation services, including:

• Comprehensive Tax Preparation:
  Preparing and reviewing a wide variety of federal and state tax returns for individuals (Form 1040) and various business entities, including S-Corporations (Form 1120S) and Partnerships (Form 1065).
• Client Management and Consultation:
  Conducting professional and thorough client interviews to gather all necessary financial data and understand their unique tax situations. Providing clients with appropriate tax organizers, schedules, and guidance throughout the process.
• Effective Communication:
  Maintaining clear, professional, and timely communication with individual and business tax clients through both email and telephone to answer queries, request missing information, and provide status updates.
• Proactive Tax Planning:
  Performing detailed tax projections and scenario analysis for year-end planning purposes. Advising clients on strategies to minimize their tax liabilities legally and effectively for the current and upcoming tax years.

Required Qualifications:

• Experience:
  
  A minimum of one (1) to two (2) years of recent and relevant experience preparing individual (1040) and business (1120S, 1065) tax returns in a public accounting or CPA firm environment is mandatory.
• Education:
  
  High School Diploma or equivalent is required. Further education in accounting, finance, or a related field is a significant plus.
• Skills:
  
  Proficiency with professional tax software (experience with specific programs preferred but not required) and Microsoft Office Suite (especially Excel). Strong analytical skills, attention to detail, and a commitment to producing accurate work.

Compensation and Benefits:

This is a Full-time opportunity offering competitive compensation and a robust benefits package.

• Compensation:
  The hourly pay rate ranges from $22.00 to $29.00 per hour, depending entirely on the candidate's experience.
• Comprehensive Benefits Package:
  We value our employees and offer a variety of benefits, including:
• Paid Time Off (PTO)
• 401K Retirement Savings Plan with Company Matching contributions
• Health Insurance Coverage
• Dental Insurance Coverage
• Vision Insurance Coverage
• Opportunities for ongoing Professional Development, Continuing Professional Education (CPE), and career advancement within the firm.

Work Environment and Culture:

At Ruby Co., we are committed to fostering a supportive, collaborative, and challenging culture. We encourage intellectual curiosity, embrace complex tax challenges as opportunities for learning, and actively promote both the professional growth and personal well-being of our entire team.

Company Description

We are a locally owned CPA firm with over 20 years experience serving the community with tax preparation, accounting and business advisory services. Our shared entrepreneurial spirit drives us to see and do things differently, supporting our clients in their personal and professional lives.