Tax Preparer

Job Description

Tax Preparer | Aerison World Wide

The Tone:
This is a full-time, on-site Tax Preparer role at Aerison World Wide, located in Plymouth, MN. Aerison World Wide operates as a results-driven organization, deeply valuing action, accountability, and a strong work ethic in all its endeavors. The company distinguishes itself by emphasizing high-touch, relationship-focused service, prioritizing personal connection over sole reliance on technological solutions. This position is vital for a professional who believes in their ability to succeed and is ready to actively pursue their goals by ensuring the accurate and compliant preparation of tax returns. Team members are encouraged to take initiative, maintain a professional attitude, and consistently contribute to a supportive culture of mutual respect and collective success.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Plymouth, MN

• Team: Works collaboratively with internal team members.
• Mission: To accurately prepare individual and business tax returns while ensuring full compliance with applicable laws and regulations.
• Tech Stack: Tax preparation software, standard office productivity tools.

What You’ll Actually Do
• Prepare Returns: Accurately prepare individual and business tax returns, ensuring full compliance with current tax laws and regulations.
• Document Analysis: Review financial documents, organize client information, and analyze tax-related data to identify potential deductions and credits.
• Client Communication: Communicate directly with clients to gather necessary financial details and provide clear answers to their tax-related questions.
• Record Keeping: Maintain meticulous documentation and clear records for all client engagements and tax filings.
• Team Collaboration: Collaborate with internal team members to support financial reporting objectives and deliver timely, high-quality tax services.

The Must-Haves
• Background: Requires strong foundational knowledge in Tax Law and related regulations to ensure compliance and identify appropriate tax strategies. Familiarity with Financial Statements and basic Finance principles is essential for interpreting client data and supporting accurate filings.
• Experience: Strong demonstrated ability in Tax Preparation, including accurately preparing and reviewing returns for both individuals and businesses. Prior experience in tax preparation or accounting is considered a plus, showcasing a proven track record. The role also demands the ability to manage multiple client engagements effectively, particularly during peak seasons.
• Skills: Proficiency with tax preparation software and standard office productivity tools; excellent attention to detail, analytical thinking, and strong organizational skills are critical. Effective written and verbal communication skills are necessary for engaging with clients and internal team members, alongside a client-focused mindset.
• Bonus: Relevant certification or licensing, such as an Enrolled Agent (EA), Certified Public Accountant (CPA), or other tax preparation credentials, is preferred.