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Seasonal Tax Preparer

extra holidays

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

United States

Offer summary

Qualifications:

High School Diploma or equivalent, PTIN and CTEC certification (California preparers), Experience with tax returns (1040, 1120-S, 1065, 990), Experience with multi-state tax returns, Proficient in Ultra Tax software.

Key responsabilities:

Interview members and prepare tax returns accurately.
Ensure efficient flow of tax return processes.
Conduct tax research on complex topics.
Provide consultative financial service recommendations.
Communicate progress on tax engagements to management.

Firefighters First Credit Union Financial Services SME https://www.firefightersfirstcu.org/

201 - 500 Employees

See more Firefighters First Credit Union offers

Job description

This is a remote (work from home) seasonal position for the upcoming tax season (January - April 2025).

For over 88 years, we have worked to create trusting relationships with our fire family. The bonds we build are the foundation of our credit union. As the largest, exclusive firefighter credit union in the nation with over $2.0B in assets, we serve over 50,000 members in more than 1,000 fire departments.

Currently, we have an immediate opening for a Seasonal Tax Preparers to join our team! The Seasonal Tax Preparer "Tax Associate" is responsible for interviewing members through virtual tools and preparing accurate income tax returns. The Tax Associate will assist members and respond to tax related questions which includes assisting them with tax planning.

Primary 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.

Basic Qualifications:

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.
Experience with Ultra Tax software.
Understanding and working knowledge of the US Tax Code and California Tax Code.

Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.