Job Description
Job Description
Application made on the following website will get preferential treatment - https://uplevelentrepreneur.com/tax-preparer-cpa-application-form-2025
As a Tax Preparer at Uplevel Entrepreneur, you will be responsible for preparing and filing tax returns for individuals and businesses, ensuring compliance with federal, state, and local tax regulations. This role requires strong knowledge of tax laws, excellent communication skills, and the ability to provide clients with valuable insights into their tax situations.
Responsibilities:
-
Prepare and review individual and business tax returns (1040, 1120, 1065, etc.)
-
Provide tax planning and advice to clients to optimize tax outcomes
-
Stay up to date with current tax laws and regulations
-
Identify tax savings opportunities for clients and offer actionable recommendations
-
Respond to client inquiries and provide clear explanations of tax issues
-
Assist with tax audits and resolve any discrepancies or issues
-
Maintain accurate and complete tax documentation and records
Qualifications:
- Certified Public Accountant (CPA) - Requirement
- In-Depth knowledge of Federal and State Tax Law
- Experience in tax preparation and filing for individuals and businesses
- Strong attention to detail and accuracy
- Excellent communication and client service skills
- Proficiency with tax software and Microsoft Office
- Ability to manage multiple clients and deadlines efficiently
- Strong ethical standards and commitment to confidentiality
Company DescriptionAt Uplevel Entrepreneur, our vision is to help business owners create real wealth, and our mission is to create 1,000 multi-millionaire business owners by teaching them the secrets of wealth creation, accumulation, and protection. We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.
Company Description
At Uplevel Entrepreneur, our vision is to help business owners create real wealth, and our mission is to create 1,000 multi-millionaire business owners by teaching them the secrets of wealth creation, accumulation, and protection. We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.