Tax Preparer

Job Description

Job Description

We are looking for a Tax Preparer to support accurate and compliant tax reporting for clients in Texas. This role focuses on preparing filings, reviewing financial information, and helping resolve complex tax matters while identifying opportunities for lawful tax savings. The ideal candidate brings strong knowledge of individual tax preparation, sound judgment, and the ability to stay current with changing tax regulations and industry practices.

Responsibilities:
• Prepare quarterly and annual tax filings, supporting schedules, payment records, and related reports with a high degree of accuracy.
• Review tax data to detect filing issues, research complex matters, and develop practical solutions to resolve discrepancies.
• Evaluate financial information to identify legitimate tax-saving opportunities and recommend approaches that may improve overall profitability.
• Ensure compliance with applicable federal, state, and local tax requirements by maintaining thorough and timely documentation.
• Provide guidance to leadership and clients on the tax impact of business decisions, regulatory updates, and planning strategies.
• Oversee and coordinate work completed by external tax service providers to confirm quality, accuracy, and timeliness.
• Maintain organized tax records and update internal tax databases to support efficient reporting and audit readiness.
• Monitor changes in tax law and industry developments through ongoing education, industry associations, and relevant publications.• Experience preparing individual tax returns and related tax documentation.
• Proficiency in tax preparation processes and a strong understanding of tax compliance requirements.
• Hands-on experience using Lacerte Tax Software.
• Working knowledge of federal, state, and local tax regulations.
• Strong analytical skills with the ability to investigate filing discrepancies and recommend effective resolutions.
• High attention to detail and the ability to manage sensitive financial information with accuracy and discretion.
• Effective communication skills for explaining tax matters to clients, management, and external partners.