Tax Preparer Job at Vision Financial Group, Des Moines, IA

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  • Vision Financial Group
  • Des Moines, IA

Job Description

Vision Financial Group, a dynamic, holistic financial services company in Des Moines, is seeking a candidate to fill the role of Tax Preparer. The successful candidate will have an interest in tax work along with a strong attention to detail and excellent customer service skills. Experience in the financial services field is a plus but not required.

The responsibilities of this job include:

Tax Preparation and Entry:
  • Prepare and accurately input simple to moderately complex tax data into appropriate software systems.
  • Review financial records, statements, and relevant documents to ensure accuracy in tax filings.
  • Assist with the preparation of tax planning estimates using tax planning software
  • Verbal and written communication with clients and financial advisors concerning tax returns and tax planning documents and questions.
  • Assist with quarterly filings
Documentation and Recordkeeping:
  • Maintain thorough documentation of all tax-related information and filings for audit purposes.
  • Organize and manage client records in a secure and accessible manner.


Requirements

The successful candidate will have the following skills:
  • Associate or Bachelor's degree, or working toward a degree, or equivalent experience required
  • Experience with tax preparation desired
  • Strong attention to detail with the ability to work efficiently and accurately
  • Strong analytical and organizational skills
  • Self-starter, problem solver, goal-oriented, and a team player
  • Excellent customer service and verbal/written communication skills required

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