Tax Preparer

Job Description

Job Description

Benefits:

• 401(k)
• Employee discounts
• Health insurance
• Paid time off
• 401(k) matching
• Bonus based on performance
• Dental insurance
• Opportunity for advancement
• Vision insurance

• Prepare and review federal and state tax returns, including:
  • Business returns (Forms 1065, 1120S, 1120)
  • Individual returns (Forms 1040)
  • Trust and estate returns (Forms 1041)
• Analyze financial statements, general ledgers, and accounting records to ensure tax accuracy and compliance
• Reconcile book-to-tax differences and identify tax planning opportunities
• Collaborate with accounting and advisory teams to support clients year-round
• Communicate directly with clients to gather information, clarify issues, and explain tax positions
• Ensure compliance with IRS regulations, deadlines, and firm quality standards
• Assist with notices, extensions, and amended returns as needed
• Support tax planning, projections, and advisory work for business clients

• Experience with personal and business returns
• Minimum 3-5 years of tax preparation experience
• Solid understanding of financial statements, bookkeeping, and GAAP concepts
• Proficiency with tax software (Lacerte or similar)
• Strong analytical, organizational, and time-management skills
• Ability to manage multiple engagements and deadlines during tax season
• Excellent written and verbal communication skills

• CPA, EA, or actively pursuing certification
• Prior experience working with closely held businesses and high-net-worth clients
• Familiarity with QuickBooks and other accounting platforms
• Advisory mindset with interest in long-term client relationships

• Competitive compensation based on experience
• Opportunities for growth and advancement
• Supportive team culture with a focus on quality and professionalism
• Exposure to complex and meaningful client work
• A firm committed to being one of the best places to work