Erock Tax + Financial Planning
Newburyport, MA

Why you will enjoy working with Erock Tax + Financial Planning…

While we may work mostly with numbers, our firm is all about people. At Erock Tax + Financial Planning, we help individuals, families, and small businesses with tax and financial planning strategies to positively impact their lives.

Erock is currently seeking an experienced independent Tax Preparer for the upcoming tax season, with the option to continue on year round. This position is perfect for candidates who are looking for a flexible work schedule to balance personal commitments and to work from home if preferred.

You will have the opportunity to use your expertise to help clients better understand their money situation, implement tax planning strategies to reduce their tax burden, and use the latest tax and finance software to assist clients in managing their books, budget, and financial forecast. At Erock, you will educate clients on the best ways to optimize their money situations to gain more confidence and security in their tax and financial lives.

This position is paired with base pay and opportunities for performance bonuses and commissions. Pay commensurate with experience.

Job Description:

• Responsible for preparing tax returns in Intuit ProSeries with a focus on individual income tax returns and small business returns.
• Lead tax engagements within filing deadlines and client expectations.
• Review quarterly tax estimates, extensions, tax returns and financial statements with tax and financial planning opportunities in mind.
• Proactively gather necessary information from clients to file returns, identify issues, and make recommendations for improvement.
• Confidence in understanding Internal Revenue Code and tax process.
• Provide administrative support to include e-filing, scanning, collating, and shredding client tax returns.

Qualifications:

• Reputable, trustworthy, and high ethical standards
• Strong work ethic, self-motivated, goal oriented
• Strong listening and communication skills
• Committed to high-level client service with a passion for helping others become educated about their money situation
• Ability to prioritize, meet deadlines, and manage time efficiently
• Strong knowledge of Excel, Word, and Quick Books
• Bachelor’s degree from accredited college or university
• Previous income tax experience not required but is beneficial

About Erock Tax + Financial Planning:

Erock Tax + Financial Planning celebrates over 30 years of serving tax and financial planning clients in Essex County from Swampscott to Newburyport.

We are a progressive boutique income tax and financial planning firm that is passionate about helping clients with their tax and financial life. Erock Tax + Financial Planning provides individuals, families, and small business entrepreneurs with personalized, professional service meant to help reduce their stress around money and planning issues.

Please forward your resume and other pertinent information to Lynne Legault at Lynne@erocktax.com. We look forward to talking with you.