Tax Preparer

Job Description

Job Description

Income Tax Preparer Wanted

Join our dynamic team as a Tax Preparer and become a vital part of helping individuals and businesses navigate the complex world of tax compliance and reporting. This position offers an exciting opportunity to develop your skills in public accounting, expand your knowledge of corporate and partnership tax, and contribute to clients' financial success.

Key Responsibilities:

• Prepare individual, corporate, partnership, trust, and other tax returns using advanced tax preparation software, in compliance with federal, state, and local regulations
• Research tax issues and provide recommendations to leadership
• Gather and analyze financial documents such as W-2s, 1099s, balance sheets, income statements, and other supporting records
• Review client documentation for accuracy, identify discrepancies, and propose corrections
• Prepare workpapers and schedules to support the review process
• Maintain accurate client records and documentation in accounting software, and ensure compliance with firm policies
• Monitor filing deadlines and ensure timely submission of returns
• Respond to client inquiries in a professional and timely manner
• Collaborate across tax, audit, and accounting teams to support client needs
• Support client acquisition efforts through marketing initiatives and excellent customer service

Qualifications & Core Competencies:

• Three years experience in tax preparation, public accounting, or related fields, with a focus on individual and corporate taxes
• Strong knowledge of tax law, tax reporting requirements, and compliance standards
• Proficiency in tax preparation software (Lacerte, Drake Tax, or similar) and accounting software (QuickBooks)
• Solid knowledge of bookkeeping practices and technical accounting principles
• Analytical mindset with high accuracy in math and data entry (10-key typing proficiency)
• Effective, trust-building client communication and relationship management skills
• Highly organized with the ability to manage multiple deadlines during peak tax season
• Problem-solving skills with the ability to identify and resolve discrepancies
• Team-oriented with the ability to collaborate across functions
• Maintains strict confidentiality of sensitive information
• Basic knowledge of financial sales/marketing strategies and partnership tax expertise a plus

Work Environment & Expectations:

• Part-time (off season)
• Full-time (January - April)
• Standard business hours with flexibility

We're committed to fostering an inclusive environment that supports your professional growth, with comprehensive training opportunities. Whether you're just starting out or looking to deepen your specialization in corporate or partnership taxation, this role offers the perfect platform to advance your skills in a fast-paced, client-focused setting.