Tax Preparer

Unlike many traditional tax firms, our workload remains consistent throughout the year rather than being concentrated primarily around tax season. Our team works with a diverse client base across multiple states, preparing both current-year and prior-year tax returns and providing ongoing tax support throughout the year.

Position Overview & Responsibilities

In this role, you will prepare and review federal and state tax returns for individuals and businesses across multiple jurisdictions. You will work with a variety of clients and tax situations, including current-year filings and prior-year returns that require additional research and attention.

Client communication is an important part of this position. You will work directly with clients to gather financial information, answer questions, address tax-related concerns, and ensure returns are prepared accurately and efficiently.

Your responsibilities will include:

• Preparing accurate federal and state individual income tax returns (Form 1040), including current-year and prior-year filings.

• Preparing business tax returns, including corporate returns, based on experience and training.

• Reviewing financial records, supporting documentation, and client-provided information to identify applicable tax forms, deductions, and credits.

• Communicating directly with clients to obtain necessary information, answer questions, and explain tax-related matters professionally.

• Researching applicable tax laws and regulations to ensure accurate and compliant filings across multiple jurisdictions.

• Utilizing tax preparation and practice management software to prepare returns, manage client information, and monitor workflow.

• Maintaining the confidentiality and security of sensitive client financial and tax information.

• Managing multiple client assignments while consistently meeting established deadlines.

• Collaborating with team members to resolve tax-related questions and maintain high standards of accuracy and service quality.

Qualifications & Requirements

• Active Certified Public Accountant (CPA) or Enrolled Agent (EA) credential required.

• Bachelor's degree in Accounting or a related field.

• Minimum of two years of tax preparation experience, with an emphasis on individual income tax returns (Form 1040).

• Strong understanding of federal and state individual income tax preparation.

• Experience preparing tax returns in multiple states is a plus.

• Business tax preparation experience preferred, but not required for candidates with a strong individual tax preparation background.

• Familiarity with Lacerte, Canopy, and QuickBooks is a plus.

• Strong written and verbal communication skills, including the ability to communicate directly and professionally with clients.

• Excellent attention to detail and commitment to accuracy.

• Strong organizational and time-management skills.

• Ability to manage multiple assignments, prioritize responsibilities, and consistently meet deadlines.

• Ability to work independently while contributing positively to a team-oriented environment.