Tax Professional - Tax Preparer

Job Description

Job Description

We are seeking a skilled Tax Preparer with a required minimum of 3-5 years of experience preparing individual and small business tax returns. Experience with Intuit Lacerte tax software is a plus. The ideal candidate is an experienced, accurate, and efficient tax professional with strong knowledge of federal and state tax rules, and the ability to handle a broad range of filings with a detail-oriented and proactive approach.

Responsibilities

• Prepare individual tax returns (1040, Schedule A, Schedule C and Schedule E)
• Prepare small-business returns (LLC, S-Corp, C-Corp, partnerships)
• Assist in reviewing client documents and identifying missing information
• Proficient in Bookkeeping (Bank and credit card reconciliation, month-end close support, chart-of-accounts maintenance, and preparing financials needed for accurate tax return preparation).
• Enter and reconcile tax data in Lacerte and QuickBooks.
• Maintain high accuracy and attention to detail under deadline-driven conditions.
• Support other firm processes during peak season as needed

Preferred Qualifications

• 3-5 years of experience as an Individual/Business Tax Preparer, with hands-on work preparing 1040 and small business returns

• Knowledge of resolving notices from governmental agencies

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  Ability to work independently and manage multiple clients simultaneously

• An Enrolled Agent or CPA credential is a plus, but not required