A Bryson Tax Preparer reviews current AND past due tax returns (particularly 1040 with Schedule C, Partnership, & Corporate Income Tax Returns) for clients of Bryson Accounting & Tax Service, LLC, with a particular understanding that a large number of clients will be referred from Bryson Law Firm, LLC and will thus require a great deal of attention, patience, persistence, and time-management.
Gathering detailed information from clients in a diligent, customer-service-oriented manner and involves working with the internal office staff of Bryson Accounting and Tax Service, LLC and Bryson Law Firm, LLC to prepare accurate and complete returns in a timely manner.
Being the “go-to” person for all Bryson staff for the status of each tax client’s file
Maintaining each tax client’s internal checklist and creating a communication plan for tax return preparation to keep clients updated
Ensure that top-quality Bryson customer service is being delivered at all times, assist in planning and implementing annual tax season initiatives, deliver returns to clients, etc.
The ideal candidate also possesses the following character traits and qualifications:
A Servant’s Heart, with a passion to help others
Minimum 2+ years of tax preparation experience REQUIRED
Bachelor’s Degree in Accounting or related field REQUIRED
CPA Certification Preferred
Ability to prepare tax returns according to/with knowledge of generally accepted accounting principles REQUIRED
High energy and self-motivation
Ability to develop strong relationships with clients
Effective communication skills; customer service experience preferred
Comfortable with and capable of providing accounting and tax guidance
Solid experience with accounting and tax software (Ultra Tax)