The Tax Preparation Liaison is responsible for ensuring that our outside tax preparation firm has what it needs to complete our clients tax returns efficiently. As the primary contact between our clients and tax preparers vast knowledge of and experience with tax preparation is essential. CTEC is highly preferred and an Enrolled Agent license would be a big plus. Although we do not prepare returns in-house the Tax Preparation Liaison must know tax returns (personal and corporate) inside and out in order to review and prepare Tax Organizers understand the work done by our channel partner and explain the process...read moreApply NowCompany
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