Tax Preparer jobs in United States
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Firefighters First Credit Union · 2 months ago

Tax Preparer

Firefighters First Federal Credit Union has been serving the firefighter community since 1935, and they are seeking a Seasonal Tax Preparer to assist members with tax preparation during the upcoming tax season. The role involves preparing accurate income tax returns and providing consultative support for financial products and services.

Responsibilities

Overseeing tax engagements to ensure tax returns are accurate and ensuring efficient flow of tax returns
Preparing tax returns for members by leveraging source documents provided by the member which includes understanding the members’ tax situation
Performing tax-related research for members based on intermediate to complex tax topics and communicating findings to the members. This includes providing a recommendation if applicable
Providing a consultative approach in uncovering needs for various FFCU financial products and services to meet members’ short and long-term financial needs
Communicating with internal management regarding member’s progress to meet both internal and external deadlines

Qualification

PTIN certificationCTEC certificationIncome tax preparationUltra Tax softwareUS Tax Code knowledgeCalifornia Tax Code knowledgeMulti-state tax returns

Required

Education: High School Diploma or equivalent
Certification: PTIN and CTEC (California preparers)
Experience preparing income tax returns, 1040, 1120-S, 1065 & 990
Experience with multi-state tax returns
Understanding and working knowledge of the US Tax Code and California Tax Code

Preferred

Experience with Ultra Tax software highly preferred!

Company

Firefighters First Credit Union

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Firefighters First Credit Union prides itself in being the trusted provider of premier financial services to our Fire Family since 1935.

Funding

Current Stage
Growth Stage

Leadership Team

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Dixie Abramian
President/CEO
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Mike Mastro
President/CEO
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Company data provided by crunchbase