Firefighters First Credit Union · 1 day ago
Tax Preparer
Maximize your interview chances
Insider Connection @Firefighters First Credit Union
Get 3x more responses when you reach out via email instead of LinkedIn.
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
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
High School Diploma or equivalent.
PTIN and CTEC (California preparers) certification.
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.
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.