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