Tax Preparer

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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)

CLT1481509_1794415279

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