Tax Preparer

January 28

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CallTek

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CallTek is a global leader in white-label technical support and business process outsourcing (BPO) services for technology operators and service providers. With over 19 years of experience, they offer a wide range of solutions including Technology as a Service (TaaS), field service management, network operations center (NOC) support, and remote patient monitoring. CallTek specializes in serving industries such as hospitality, healthcare, and multi-family housing by providing seamless on-site and remote technical support, project management, and customer service. Their extensive network of over 6,000 customer support agents offers 24/7 support in multiple languages, making them a trusted partner in amplifying business operations.

5001 - 10000 employees

Founded 2008

🤝 B2B

📡 Telecommunications

⚕️ Healthcare Insurance

Description

• We are seeking an experienced Tax Preparer with a strong background in U.S. personal and business tax returns, including S Corps. • The ideal candidate will have approximately two years of experience in U.S. tax preparation and be familiar with tax software, client communication, and the preparation of complex returns. • This role requires attention to detail, effective communication skills, and the ability to work efficiently with clients and internal teams. • Prepare U.S. personal tax returns (Form 1040) and business tax returns (including S Corps). • Set up client accounts or roll forward tax returns from previous years using ProConnect tax software. • Retrieve and review clients’ tax documents uploaded to Dropbox, ensuring accuracy and completeness. • Communicate with clients, primarily via email and phone, to clarify any questions regarding their tax situation or request missing documents. • Handle client communications, particularly with older clients who may prefer phone calls over emails. • Record time worked on client tasks in QuickBooks Online, ensuring accurate billing in 15-minute increments. • Maintain a high level of organization, managing multiple client files and ensuring all necessary documentation is in place for timely tax return preparation. • Collaborate with the CPA to ensure tax returns are filed accurately and in compliance with relevant tax laws.

Requirements

• Minimum of two years of experience in U.S. tax preparation, including personal and business returns (S Corps). • Proficiency in ProConnect tax software and QuickBooks Online. • Strong understanding of U.S. tax laws and regulations. • Excellent communication skills, both written and verbal, with the ability to explain complex tax issues to clients clearly. • Ability to work independently and manage multiple client projects simultaneously. • Detail-oriented and organized with a strong focus on accuracy and compliance. • Experience working with clients who may have varying levels of technical expertise, particularly older clients.