Tax Preparer

Job Description

Job Description

We are looking for a skilled Tax Preparer to support clients with accurate, timely tax filing services in Forest Lake, Minnesota. This position is well suited for someone who understands a range of return types, communicates clearly with clients, and takes pride in producing precise work under deadlines. The role offers the opportunity to contribute to a client-focused environment where strong technical knowledge and dependable service are highly valued.

Responsibilities:
• Prepare and complete federal and state tax filings for individual, business, partnership, and fiduciary clients with a high level of accuracy.
• Examine income records, expense documentation, and supporting financial materials to ensure returns are thorough and compliant.
• Advise clients on tax matters, answer filing-related questions, and explain practical options that may help reduce tax exposure within regulatory guidelines.
• Enter and reconcile tax data within accounting and tax software systems to support reliable calculations and documentation.
• Stay current on changes in tax law and filing requirements to help maintain compliance across all assigned returns.
• Work directly with clients to collect missing forms, clarify financial details, and organize the information needed to complete returns efficiently.
• Provide attentive, responsive service throughout the preparation process to build trust and maintain positive client relationships.
• Coordinate with colleagues to manage workload priorities and deliver completed filings within established deadlines.• At least 2 seasons of hands-on experience preparing tax returns for individuals, trusts, businesses, and/or partnerships.
• Strong knowledge of tax rules and core accounting concepts, with the ability to apply them accurately in day-to-day work.
• Excellent organizational skills and the ability to manage multiple deadlines in a fast-moving environment.
• High attention to detail, sound judgment, and consistent accuracy when reviewing financial information and preparing returns.
• Effective interpersonal and communication skills, with the ability to work well with clients and team members from varied backgrounds.
• Comfortable using tax and accounting software; experience with Lacerte Tax Software is helpful.
• Strong numerical ability and data entry skills, including efficient 10-key use.
• Ability to work independently while also contributing to a collaborative team setting.