Tax Preparer

Job Description

Job Description

We are looking for a Contract Tax Preparer to support a busy tax team in Boston, Massachusetts during a high-volume filing period. This role is ideal for someone who brings experience from a tax-focused environment and can balance administrative coordination with accurate return processing. The position works fully onsite and plays an important part in keeping filings, client records, and tax communications organized and on schedule.

Responsibilities:
• Manage filing calendars and status trackers for multiple return types, ensuring tax work moves forward accurately and on time.
• Coordinate signature collection for completed returns, follow up with the appropriate parties, and prepare documents for timely submission to tax authorities.
• Process tax filings across applicable jurisdictions and distribute related tax documents to clients, beneficiaries, and outside accountants as needed.
• Maintain organized records for new and existing clients, including setting up files and keeping documentation current throughout the engagement lifecycle.
• Reconcile and monitor quarterly estimated tax payments, using spreadsheets to track amounts, deadlines, and submissions.
• Prepare, format, and proof routine tax correspondence and engagement materials for the department.
• Receive, scan, and route incoming mail such as notices, payments, and refund checks, ensuring prompt handling and accurate recordkeeping.
• Print, assemble, and prepare finalized tax returns for delivery while supporting multiple deadlines in a fast-paced environment.• 2-4 years of related experience in a tax, accounting, or financial services setting; a bachelor’s degree is preferred.
• Prior exposure to tax return workflows is required, ideally within an environment handling individual, fiduciary, partnership, estate, gift, or foundation filings.
• Proficiency with Microsoft Office, especially Outlook, Word, and Excel, with strong spreadsheet skills for tracking and reconciliation work.
• Ability to learn new software platforms quickly; experience with OneSource Trust Tax, CCH Axcess, Lacerte, or similar tax applications is advantageous.
• Strong attention to detail with the ability to review written materials carefully and make minor edits to routine correspondence.
• Effective organizational skills with the ability to manage interruptions, prioritize competing tasks, and meet deadlines consistently.
• Clear communication skills and the ability to work well with tax professionals, legal teams, clients, and internal stakeholders.
• Availability to work onsite in a permanent role and provide additional hours during peak tax periods when needed.