Aspire Wealth Management is an independent financial services firm located in Gladstone, MO. We specialize in helping individuals create retirement strategies using a variety of investment and insurance products to meet their specific needs and objectives. Our services include Tax Strategies, Retirement/401(K) Rollovers, Investment Portfolio, Long-Term Care Insurance, Life Insurance, Disability Insurance, Estate Planning, Social Security review, and Annuities. Please note that different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value.
```Duties```
- Prepare and complete accurate tax returns for individuals and businesses
- Gather and organize financial information and documents from clients
- Review tax forms, schedules, and supporting documentation for accuracy and completeness
- Calculate and verify tax liabilities, deductions, credits, and refunds
- Stay up-to-date with changes in tax laws and regulations
- Provide exceptional customer service by answering client questions and addressing concerns
- Maintain client confidentiality and ensure data security
```Experience```
- Minimum of 2 years of experience as a Tax Preparer or in a related role
- Strong knowledge of tax laws, regulations, and procedures
- Proficient in using tax preparation software (e.g., ProConnect, UltraTax)
- Familiarity with accounting principles and practices
- Ability to analyze financial information and perform basic calculations accurately
- Excellent attention to detail and organizational skills
- Strong communication skills to effectively interact with clients
The ideal candidate will have experience in the following areas:
- Corporate accounting or public accounting experience
- Technical accounting knowledge
- Sales or customer service experience
Please note that this position requires proficiency in 10-key typing.
If you are a detail-oriented individual with a passion for numbers and helping clients navigate the complexities of taxes, we would love to hear from you. Join our team of dedicated professionals as a Tax Preparer and contribute to our mission of providing exceptional tax services to our clients.
Please submit your resume along with a cover letter highlighting your relevant experience.