Job Description

Job Description

Job Description

The Tax Preparer will manage a mixed portfolio of individual, small-business, and corporate tax returns while supporting clients through document collection, preparation, review, filing, and compliance activities. Reporting to a Partner or Owner, this role combines document-focused work, routine client contact. During tax season there may be opportunity for additional hours.

Responsibilities

• Conduct client intake and collect required tax documents.
• Prepare individual, small-business, and corporate tax returns.
• Review returns for accuracy, completeness, and compliance.
• Analyze deductions and identify applicable tax opportunities.
• Research tax laws and apply findings to client returns.
• Complete electronic filing and track submission status.
• Communicate with clients regarding documentation, questions, and return requirements.
• Track deadlines and maintain organized, confidential tax records.

Preferred Qualifications

• 3+ years of experience in tax preparation.
• Experience with tax preparation software.
• Knowledge of tax law research and tax compliance.
• Experience preparing individual and business tax returns.
• Strong attention to detail.
• Effective client communication skills.
• Ability to maintain confidentiality.

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