Tax Preparer Position

Caputa & Associates is a growing accounting firm in Des Plaines, IL that serves businesses and individuals. We assist business owners with monthly bookkeeping, payroll, and sales tax reporting.  We prepare tax returns for individuals, corporations, S-corps, and partnerships. Join our amazing team who prides itself on using the best software and streamlined process to get the job done and give our clients piece of mind!

Position available for an experienced TAX PREPARER who will prepare corporate and/or personal income tax returns and meet with the client in person or remotely to review the return line-by-line. This position will require full time hours during the tax season.  If the candidate demonstrates strong skills, we will extend the contract to part-time hours in the off season.

Are you looking to ignite your passion to help people? Do you love to take chaos and create order? Does it bug you when something is misspelled or the spacing is off? Do you love to put the pieces of the puzzle together? Does learning new things and growing with a company excite you? Do you long to work hard, have a great attitude while having FUN? (No, these are not oxymorons when describing an accounting office!) In so many ways, this is like no place you have ever worked!

Qualification

MUST have 5 years of tax preparation experience. You will need to demonstrate a strong knowledge of balance sheet reconciliation, stock options, rentals and small business acumen. Required credentials would be CTEC, CPA or EA.

 

Knowledge of Word, Excel & Outlook = is process oriented = takes initiative and offers solutions = replies to clients in 24 hours or less = humble & hungry = can easily pick up on social cues from others = must be super comfortable on the computer typing a minimum of 65 wpm = able to move quickly between programs and quickly learn new technologies = able to recognize priorities and meet deadlines = capable of multi-tasking many small tasks = vigilant about the details = analytical thinker = provides excellent customer service skills = not afraid to be on camera in Zoom calls or pick up the phone = able to use a 10 key and desires to be a part of something larger than themselves.

 

Because of the technology we use, this position can be done from any location in the U.S. Here are some programs we use daily: Qount (a cloud-based accounting practice management system), QuickBooks Online, Lacerte Tax Prep Software

The right person will:

  • Enter data for business tax returns (S-corps, partnerships, C-corps)
  • Enter data for individual returns which includes Schedule A, B, C, D and E
  • Comfortable in meeting with clients to explain a completed tax return in person or using screen sharing software with webcam
  • Meet with clients to project tax liability and create scenarios to improve their situation
  • Experience balancing corporate tax return balance sheet
  • Review tax returns prepared by other team members
  • Demonstrate knowledge of tax laws
  • Know where to research to find answers
  • Strong communication skills on the phone, in an email and during web meetings with clients

 

Knowledge of Lacerte tax software is a plus!

Applying for the job: Don’t apply for the job if you are full of drama, can’t show up on time or wake up in the morning like Eeyore. If you are a perfectionist at heart and find fulfillment to reassure people that might have fear, anxiety or frustration around money/taxes, then you might want to apply for the opportunity to join our team! This job is perfect for the candidate that seeks growth opportunities and wants a career in the accounting field.

Don’t email your resume without answering the questions below in a cover letter – you will not be called for an interview…it’s a test to see if you can follow directions!

ONLY if you meet the above requirements, please apply:

1.Submit the form below with your information

2.The cover letter should include:

(a) Desired compensation

(b) Available start date

(c) Why the job is particularly of interest to you

(d) Why you would be the best candidate for the job