Tax Preparer

Job Title: Tax Preparer

Location: Denver, CO  

Company: The Organic Recruiter

Job Description:

Our client is a boutique public accounting firm located in Denver, Colorado, and a member of the BDO Alliance USA. They provide Advisory, Tax Compliance, and Accounting Services to well-established small and mid-sized businesses across the country. Their best success is realized when they integrate their team and services to support clients with pass-through entities in real estate, construction, manufacturing, and various other industries to maximize accounting and reporting efficiency for their principals.

WHO YOU ARE

This opportunity is ideal for an ambitious tax professional who is eager to elevate their career and is deeply passionate about serving their clients. Working directly with the Director of Client Accounting Services, our next Tax Preparer will cultivate client relationships and lead engagements, leveraging technology and a results-focused approach that demonstrates our distinct value, unique expertise, and our investment in the relationship.

The Tax Preparer will thrive in leading a team and client-facing engagements where they can demonstrate their extensive technical experience and in-depth knowledge of tax principles and processes to our high-net-worth individual and business clientele who rely heavily on our guidance and thoughtful planning advice. As an accomplished trust-builder, the Tax Preparer will join prospective client meetings alongside our business development team, support the proposal process, and ultimately lead the transition and execution of tax deliverables, including compliance and strategy.

A successful candidate will think creatively and strategically and have a growth mindset while enjoying pursuing the entrepreneurial spirit.

RESPONSIBILITIES

With the support of the Director of Client Accounting Services, the Tax Preparer will work alongside a team to provide tax and business advisory services for a variety of clients with a focus on individuals and small businesses. They will support the management of a portfolio across a variety of industries, of clients of varying size and scope.

It is essential that the Tax Preparer nurture relationships with co-workers and clients while adhering to rights and responsibilities of accountants and practitioners as outlined by IRS IRC Circular 230.

Duties include, but are not limited to:

- Prepare federal, state, and local tax returns for individuals and small businesses.

- Ensure accurate and timely filing of tax returns.

- Maintain and organize tax documents and client records.

- Provide tax advice and answer client inquiries.

- Stay updated on tax laws and regulations.

- Identify potential tax deductions and credits.

QUALIFICATIONS

The ideal candidate will have a Bachelor’s degree in Accounting or Finance with a minimum of 2+ years of progressive tax preparation experience. Real estate industry and business operations experience is preferred. The candidate should have thorough knowledge of tax laws and financial reporting, and be proficient in tax preparation software such as QuickBooks, Xero, SAP, etc. The candidate should also have excellent communication and interpersonal skills, strong analytical and problem-solving skills, and the ability to manage multiple tasks and meet deadlines. The ideal professional will meaningfully engage with multiple clients and provide exceptional customer service.

Education and experience expectations are as follows:

- Bachelor’s Degree

- 2+ years of experience in tax preparation with a focus on individual and small business returns

- Proficient in Microsoft Office (especially Excel)

- Successful track record for developing strong client relationships through a project management system

- Able to take the lead on tasks, work independently, efficiently, and accurately with minimal supervision

- Detail oriented and strong organizational skills for handling multiple projects simultaneously

- Thrives in a fast-paced environment and adaptable to change

The Organic Recruiter is a full-service staffing firm set up to fill your void of great candidates. We have a few models for helping our clients

• Full desk recruiting
• Sourcing services
• Fractional recruiting