Tax Preparer - BC7788 Job at Drake & Company, Madison, WI

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  • Drake & Company
  • Madison, WI

Job Description

Job Description

Job Description

Job Title:  Tax Preparer

  Location: Madison, WI (East Side)
Salary: $60,000 – $85,000 + commissions
Full-Time | Benefits Included

We are seeking a detail-oriented and knowledgeable Tax Preparer to join a well-established tax and financial services firm in Madison. The ideal candidate will have a strong understanding of tax regulations and experience assisting clients with accurate and efficient tax preparation.

Key Responsibilities:

  • Prepare federal and state tax returns for individuals.

  • Utilize Drake Tax software.

  • Analyze financial information to determine optimal tax strategies.

  • Deliver exceptional customer service by addressing client inquiries and concerns.

  • Stay current on tax laws and regulations to ensure compliance.

  • Collaborate with the tax team to address complex tax issues and provide comprehensive solutions.

  • Complete mandatory training (provided).

Qualifications:

  • 2+ years of experience in tax preparation required.

  • Enrolled Agent designation preferred.

  • Self-motivated and capable of working independently.

  • Strong communication and customer service skills.

  • Proficiency with Microsoft 365, Teams, and Outlook.

  • Excellent organizational and time management abilities.

Compensation & Benefits:

  • Competitive salary: $60,000 – $85,000 + commissions.

  • Full benefits package, including health, dental, vision, and life insurance.

  • 401k retirement plan.

  • Paid holidays and PTO.

  • Supplemental insurance options.

Note: Advancing candidates must successfully pass a FINRA background check and fingerprinting.

To apply, please submit your resume, cover letter, and salary requirements.

Job Tags

Full time,

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