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Responsibilities
- Prepare federal and state individual and business tax returns, including 1040, 1120-S, and 1065 returns
- Prepare Schedule C and Schedule E returns
- Collect and organize client documentation and follow up on missing information
- Pull year-end financial information from QuickBooks and tie accounting records to tax returns
- Assist with trial balances, book-to-tax adjustments, depreciation, estimated payments, carryovers, and M-1/M-2 adjustments
- Create and maintain tax workpapers, lead sheets, tie-outs, and preparation notes
- Self-review returns before submitting them for final review
- Address review comments and finalize returns for filing
- Prepare e-file authorizations, extensions, and estimated payment vouchers
- Research federal and state tax questions
- Communicate directly with clients regarding tax questions and documentation
- Assist with IRS and state tax notices
- Outside of tax season, gain exposure to tax planning, financial statement review, reconciliations, journal entries, and additional accounting projects
Qualifications
- 1+ year of tax preparation experience, including at least one full tax season
- Experience with professional tax preparation software
- Hands-on experience preparing individual tax returns and/or S Corp returns
- Comfortable communicating directly with clients
- Strong attention to detail and organizational skills
- Ability to work independently
- Self-motivated with a genuine interest in tax and continued professional growth
- Previous experience with a CPA or public accounting firm (Preferred)
- Experience preparing S-Corporation and/or partnership returns (Preferred)
- Multi-state tax experience (Preferred)
- CPA or Enrolled Agent (EA) designation (Preferred)
- QuickBooks Online experience (Preferred)
- UltraTax experience (Preferred)
- Bookkeeping or month-end accounting exposure (Preferred)
- Basic to intermediate Excel skills (Preferred)
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