Job description
As a Tax Preparer, your role involves preparing accurate and complete federal and state tax returns for individuals, partnerships, corporations, and trusts. You will support the tax team by organizing data, identifying issues, and preparing documentation for senior review and client delivery. Additionally, you will assist with tax projections and other planning tasks as part of your development.
Key Responsibilities:
Prepare U.S. federal and state tax returns including Forms 1040, 1120S, 1065, 1120, 1041.
Collect, organize, and analyze client-provided documents and financial information.
Input data into tax software and reconcile tax workpapers with source documents.
Identify missing information and communicate with clients to clarify discrepancies.
Assist in preparing annual and quarterly tax projections, estimated payments, and planning adjustments.
Draft client deliverables and emails for senior review.
Follow internal workflows, deadlines, and documentation standards.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field.
35 years of experience in preparing U.S. tax returns.
Strong attention to detail and the ability to work with minimal supervision.
Basic understanding of tax planning and projection principles.
Proficiency in tax software (e.g., Lacerte, UltraTax) and Excel.
No additional details about the company were provided in the job description.