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Tax Preparer

Full Time
Bethlehem, PA
May 18, 2022

Valley National Financial Advisors is seeking an experienced tax preparer to join our team. This role will be responsible for a high volume of income tax preparation for individuals, trusts, and businesses in addition to year-round tax planning.  A successful candidate must be able to work independently as well as in conjunction with Financial Advisors to serve our clients. 

The professional in this role: Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Completes tax forms in accordance with policies and in compliance with legislation and regulations. Assists Financial Advisors with income tax analysis and research.  Ensures our clients receive fast, accurate, professional services, with the best possible outcome for the tax challenges they face or the ongoing services they need.

Qualifications / Desired Skills

  • 5 years of direct 1040, various states, estate, gift tax, and trust tax preparation and review experience, preferably for a high-volume, reputable tax firm
  • CPA or EA designation, or currently pursuing
  • Extensive knowledge of Federal, state and local tax rules and regulations
  • Strong candidates will be well versed in working with the following…• ProSystems / CCH Axcess suite of tax preparation tools (including, but not limited to CCH Workstream, CCH ProSystem FX Scan & Autoflow, and CCH Axcess Tax)o Adobe Acrobat (PDF documents)
  • Microsoft Word, Excel, Outlook and CCH IntelliConnect
  • Candidates MUST have the ability to work independently as well as collaboratively as part of the Tax Department to make an impact for clients and the firm.

Primary responsibilities

  • Preparation and filing of tax returns for clients (individual, estate, trust, gift and small business).
  • Daily client interaction as required to complete client tax returns, and assist clients with tax related notices and audits.
  • Managing tasks effectively through software.
  • Updating client information and status in both the tax software and client management system.
  • Responding to problems, interfacing with appropriate key people and departmental personnel so that client needs will be handled correctly and promptly.
  • Work alongside Financial Advisors to perform client tax projections, year-end calculations, and ad hoc tax projects.
  • Master financial software and learn to input key data points quickly and efficiently.
  • Research complex tax items via IntelliConnect.