Tax Preparer

Job Description

Job Description

We are looking for a Tax Preparer to join a tax service team on a contract to hire basis. In this role, you will support the tax preparation process by organizing client information, entering financial details accurately, and helping maintain steady workflow during busy filing periods. This opportunity is well suited for someone who values accuracy, handles confidential records responsibly, and communicates effectively with both clients and internal staff.

Responsibilities:

• Gather and organize client tax records, financial statements, and related documentation to support timely return preparation.

• Enter tax and financial information into preparation software with a high level of accuracy and consistency.

• Assist with the preparation of individual and business tax filings by compiling required data and supporting documentation.

• Examine submitted materials for completeness and contact clients when additional information or clarification is needed.

• Monitor key filing timelines and help the team stay on track during peak tax season demands.

• Maintain orderly electronic and physical records to ensure documents are accessible, secure, and up to date.

• Provide clients with status updates and respond to routine document requests in a thorough manner.

• Support day-to-day administrative tasks such as scheduling, scanning, filing, and document management.

• High school diploma required; additional education in accounting, finance, or a related field is preferred.
• Previous experience in tax support, bookkeeping, administrative work, or a similar office-based role is preferred.
• Working familiarity with tax preparation software, QuickBooks, and Microsoft Office applications.
• Strong data entry and organizational skills with the ability to manage multiple documents efficiently.
• Careful attention to detail and a commitment to producing accurate work.
• Ability to handle sensitive financial and personal information with discretion and confidentiality.
• Effective written and verbal communication skills along with solid time management abilities.