Seasonal Tax Preparer

Job Description

Job Description

Seasonal Tax Preparer

Agee Business Solutions, LLC is seeking an experienced Seasonal Tax Preparer to join our team for the 2027 tax season at our Canyon Lake, CA office.

This is an in-office position for an experienced tax professional who can independently prepare both individual and business tax returns and confidently meet directly with clients.

Our firm serves individuals and small to mid-sized businesses across a variety of industries. The ideal candidate has strong technical tax preparation experience, excellent attention to detail, professional communication skills, and the ability to manage returns from document collection through completion.

The Seasonal Tax Preparer will prepare federal and state individual and business income tax returns during the 2027 tax filing season.

This position requires experience with a wide variety of return types and tax situations, including complex individual returns, self-employed taxpayers, rental properties, pass-through entities, corporations, depreciation and fixed assets, amended returns, and multi-state filings.

In addition to return preparation, the Tax Preparer will conduct in-person client tax appointments to gather information, ask appropriate follow-up questions, identify potential tax issues, and provide a professional client experience.

This is an onsite position in Canyon Lake, CA. Remote tax preparation is not available for this position.

• Prepare accurate federal and state individual and business income tax returns

• Independently prepare Forms 1040, 1065, 1120-S, and 1120

• Prepare complex individual returns involving Schedule C businesses, Schedule E rental properties, investments, retirement income, K-1s, asset sales, itemized deductions, credits, and other tax situations

• Prepare returns for small and mid-sized businesses across multiple industries

• Prepare depreciation and fixed asset schedules, including additions, dispositions, and applicable depreciation methods

• Prepare amended individual and business income tax returns

• Prepare multi-state individual and business returns as applicable

• Review prior-year returns and current-year documentation to identify carryforwards, depreciation, prior elections, and other items affecting the current-year return

• Conduct in-person tax preparation appointments with clients

• Interview clients and ask appropriate follow-up questions to obtain complete and accurate information

• Identify missing documentation, inconsistencies, and potential tax issues requiring additional research or review

• Enter, prepare, and review returns using Drake Tax

• Perform a thorough self-review of completed returns before submitting them for final review

• Prepare appropriate workpapers, notes, and supporting documentation

• Communicate outstanding items and tax questions clearly to clients and firm staff

• Research tax issues when necessary and recognize when an issue should be escalated for additional review

• Maintain accurate workflow and status information for assigned tax returns

• Follow up on incomplete returns and outstanding client documentation through completion

• Follow firm procedures, documentation standards, and quality-control requirements

• Maintain strict confidentiality and safeguard taxpayer information

• Provide professional and courteous service throughout the tax preparation process

• Minimum 3 tax seasons of professional paid tax preparation experience

• Demonstrated experience independently preparing both individual and business income tax returns

• Experience preparing Forms 1040, 1065, 1120-S, and 1120

• Experience preparing returns for small and mid-sized businesses

• Experience preparing complex individual income tax returns

• Strong experience with Schedule C businesses and Schedule E rental properties

• Experience preparing returns involving K-1s, investments, asset sales, pass-through income, and other complex tax matters

• Experience preparing depreciation and fixed asset schedules , including additions and dispositions

• Experience preparing amended individual and business tax returns

• Proficiency with Drake Tax software is required

• Strong understanding of federal individual and business income taxation

• Experience preparing state and multi-state income tax returns

• Ability to review prior-year returns and identify carryforwards and other items affecting current-year tax treatment

• Ability to independently review tax documents and identify missing, inconsistent, or potentially incorrect information

• Ability to independently prepare returns while recognizing matters requiring additional research or senior-level review

• Strong attention to detail and commitment to accuracy

• Strong organizational and time-management skills

• Ability to manage multiple returns, deadlines, missing-information requests, and follow-up items simultaneously

• Excellent written and verbal communication skills

• Comfortable and confident conducting professional face-to-face appointments with clients

• Professional appearance and demeanor when interacting with clients

• Business professional attire is required on client appointment days

• Valid and active IRS Preparer Tax Identification Number (PTIN)

• Current California CTEC registration and ability to maintain all required registration, continuing education, and compliance requirements throughout 2027

• Valid driver's license and reliable transportation

• Ability to successfully complete and pass a background check as a condition of employment

• Ability to maintain strict confidentiality of taxpayer and financial information

• 5+ tax seasons of professional tax preparation experience

• Prior experience working for a CPA, EA, accounting, or tax preparation firm

• Enrolled Agent (EA), CPA, or other advanced tax credential

• Experience identifying tax-planning opportunities and matters requiring additional consultation

• Experience working directly with clients throughout the tax preparation process

This is a seasonal position for the 2027 tax filing season .

• In-office work is required

• Weekday schedule

• No mandatory overtime

• No mandatory weekend work

• Saturday appointments may be scheduled at the preparer's discretion based on client needs and availability

• Ability to reliably maintain the agreed-upon seasonal work schedule and client appointment calendar is required

Because this position involves direct interaction with clients and access to highly sensitive financial information, the Tax Preparer is expected to maintain a high level of professionalism, discretion, reliability, and confidentiality.

The successful candidate must be comfortable speaking directly with clients, asking detailed financial and tax questions, identifying information that may be incomplete or inconsistent, explaining tax matters in understandable terms, and maintaining a professional presence during client appointments.

Hourly compensation based on tax preparation experience, credentials, technical knowledge, and demonstrated ability to independently prepare complex individual and business tax returns.