Tax Preparer

Job Description

Job Description

We are looking for a meticulous Tax Preparer to support clients with accurate and timely tax filing services. This Long-term Contract position is ideal for a detail-oriented individual who can evaluate financial records, prepare a range of tax returns, and explain tax matters clearly to clients. The role requires strong knowledge of current tax rules, a service-focused mindset, and the ability to manage multiple deadlines with care.

Responsibilities:
• Prepare and review federal and state tax filings for individuals and a variety of business entities, ensuring complete and accurate submissions.
• Examine income records, financial statements, and supporting tax documents to verify information and resolve inconsistencies before filing.
• Apply current tax laws to help identify eligible deductions, credits, and other strategies that may reduce client tax liability.
• Communicate directly with clients to collect missing details, clarify financial information, and respond to tax-related questions in a clear and attentive manner.
• Conduct research on tax issues and use findings to address filing challenges, discrepancies, or unusual reporting situations.
• Organize and maintain thorough client tax files so documentation is accessible, complete, and aligned with compliance standards.
• Assist with tax planning activities and provide ongoing guidance to support clients beyond the annual filing cycle.
• Help prepare responses to federal or state tax notices by gathering documentation and supporting follow-up actions as needed.
• Manage a steady workload of client engagements while meeting filing deadlines and maintaining a high standard of accuracy.• Proven experience preparing individual tax returns and, preferably, business-related tax filings.
• Working knowledge of federal and state tax regulations and how they apply to routine filing situations.
• Hands-on proficiency with tax preparation platforms such as Lacerte, UltraTax, Drake, ProSeries, or similar software.
• Strong analytical skills with careful attention to detail when reviewing financial data and tax documents.
• Effective written and verbal communication skills with a client-focused approach to service.
• Proficiency with Microsoft Excel and familiarity with accounting systems used to organize financial information.
• Ability to handle confidential financial data with discretion and professionalism.
• Background in accounting, finance, or a related discipline; credentials such as EA or CPA track are valued.