Description
Golden Reserve is seeking a skilled and detail-oriented Tax Preparer to join our team in Dublin, Ohio. In this role, you will be responsible for preparing and filing accurate tax returns for our clients, ensuring compliance with all applicable federal and state tax laws, and delivering a high standard of service that reflects our firm's commitment to client care.
Golden Reserve is a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve – but for the team of financial professionals we hire. In a short period of time, we have grown to 40+ offices covering 9 states and just getting started.
As part of our comprehensive retirement services – our clients receive tax planning direction regarding their qualified tax accounts, and preparation of their annual tax returns. This role will manage the tax preparation of annual returns, assist with ongoing real-time tax support, partake in event participation and the coordinate the development and expansion of this department.
Golden Reserve lead generation is driven by its nation-wide radio and television show (https://www.youtube.com/@fireyourfinancialadvisor), seminar workshops, digital and world-class client services.
We Provide
· $90,000 - $120,000 salary, based on experience
Ongoing Management Training & Support
· Generous PTO policy, Health & Dental, 401(k) & Life Insurance
We Require
- EA designation a plus
- Five (5)+ Years of tax preparation, accounting and tax planning experience
- Proficiency with tax preparation software (Drake, UltraTax, or similar)
· Communication Excellence – managing and inspiring a team and our clients require a world class communicator internally and externally
· Management – you will be asked to lead a multi-location team to drive process while maintaining and managing a growth culture with constant change
· GRIT – we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness
Job Responsibilities
- Prepare and file federal, state, and local tax returns for individuals
- Review financial records, income statements, and documentation to ensure accuracy
- Identify tax credits, deductions, and strategies that benefit clients
- Communicate clearly with clients to gather necessary information and explain outcomes
- Stay current on changes to tax laws and regulations
- Maintain organized and confidential client records
- Collaborate with internal team members as needed
If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.
Learn more at www.goldenreserve.com
Skills Required
- Enrolled Agent (EA) designation
- Five (5)+ years of tax preparation, accounting, and tax planning experience
- Proficiency with tax preparation software (Drake, UltraTax, or similar)
- Exceptional communication skills for client and team interactions
- Management experience leading multi-location teams and driving process
- Demonstrated grit, accountability, ownership, and problem-solving mindset
What We Do
Golden Reserve is a financial services firm dedicated to helping retirees protect and grow their assets. Its mission is to combat a financial industry that has under-served and over-charged retirees for decades. Through its affiliated entities, the company provides a comprehensive suite of retirement planning services, including investment advisory, insurance products, tax planning, and estate planning, all designed to ensure a secure financial future for its clients.
