Senior Tax Preparer
Robert & Associates, LLC
- Review general ledgers and financial statements and identify discrepancies or necessary adjustments
- Prepare accurate federal and state tax returns, including:
- Form 1040 - Individuals
- Form 1041 - Trusts & Estates
- Form 1065 - Partnerships
- Form 1120-S - S Corporations
- Form 1120 - C Corporations
- Prepare supporting schedules, tax payments, and related reports
- Identify potential tax issues and opportunities
- Maintain accurate electronic records and document concerns or deficiencies
- Manage multiple client projects and deadlines during tax season
- Communicate effectively with clients and team members
- Help us continually improve the quality and efficiency of our tax preparation process
Preferred Skills & Experience
- Strong experience preparing individual, business, and trust tax returns
- Strong understanding of accounting principles and tax procedures
- Excellent attention to detail
- Strong organizational and time-management skills
- Ability to work independently while also being a collaborative team member
- Comfortable managing multiple deadlines in a fast-paced tax-season environment
- Strong work ethic and commitment to producing high-quality work
- Professional and comfortable communicating with clients and colleagues
- Experience with Lacerte
- Experience with QuickBooks Online and QuickBooks Desktop
- Strong working knowledge of Excel, Microsoft Office, email, and digital document management
- Bachelor's degree in Accounting, Business, or a related field
- CPA or Enrolled Agent (EA)
Scheduling Expectations: Monday through Friday, 8:00 AM-5:00 PM, in-person. Overtime is required during tax season (January through April 15).
recblid x07o437d2yi9v3b0dnk3t6wb0fxa2jVacancy posted 3 days ago
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