Tax Preparer

Legacy CPAs is seeking a qualified and detail-oriented Tax Preparer - CPA/EA to join our growing team in Mesa, AZ. As a reputable accounting firm, we pride ourselves on delivering exceptional service and value to our clients by providing expert tax preparation and planning services. The ideal candidate will possess a thorough understanding of tax regulations and compliance, with a knack for navigating complex tax situations. In this role, you will have the opportunity to work directly with clients, helping them maximize their tax benefits while ensuring adherence to federal and state tax laws. You will be responsible for preparing accurate and timely tax returns for individuals, businesses, and trusts. Our firm is committed to continuous professional development, and we value a collaborative work environment where your expertise can flourish. We are looking for someone who is passionate about tax preparation and eager to contribute to a dynamic team dedicated to achieving financial success for our clients. If you enjoy the intricacies of tax work and want to build long-term client relationships, this opportunity at Legacy CPAs is perfect for you. Join us in making a difference in the bookkeeping world and be part of a firm that supports your career growth.

Responsibilities

• Prepare and file federal and state income tax returns for individuals and businesses.
• Review financial records to determine tax liabilities and ensure compliance with tax laws.
• Advise clients on tax planning strategies to minimize tax liabilities and maximize deductions.
• Stay updated on changes in tax laws and regulations affecting clients’ tax situations.
• Provide excellent client service by answering queries and addressing concerns promptly.

Requirements

• A valid CPA license or EA certification is preferred
• Bachelor’s degree in Accounting, Finance, or a related field.
• A minimum of 3 years of experience in tax preparation and consultation.
• Strong knowledge of federal and state tax regulations and compliance.
• Excellent analytical and organizational skills with a keen attention to detail.
• Proficient in tax preparation software and Microsoft Office Suite.
• Strong communication skills, both written and verbal, with the ability to explain complex tax issues clearly to clients.

Benefits

• Health Insurance: Medical, Dental, and Vision coverage

• Paid Time Off (PTO) and Holiday Pay
• SIMPLE IRA plan with company matching
• Hybrid workweek option available
• Special hours and realistic overtime expectations after tax season

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance