Seasonal Tax Preparer

Job Description

Job Description

We are a client-focused tax preparation firm seeking an accurate, experienced, and detail-oriented Tax Preparer to join our team. This is an in-person role where you will be directly responsible for preparing and reviewing client tax returns.

The ideal candidate has a strong foundation in tax preparation, is committed to providing excellent client service, and thrives in a fast-paced, deadline-driven environment. You will work alongside our administrative staff and other tax professionals to ensure our clients receive timely, accurate, and high-quality service.

Responsibilities

• Prepare individual (Form 1040) federal and state tax returns accurately and efficiently using ProSeries.
• Prepare business (1120S, 1065) and / or fiduciary (1041) tax returns, based on experience.
• Enter client data into our tax preparation software and firm CRM (TaxDome).
• Review client-provided financial records (W-2s, 1099s, P&Ls) to ensure accuracy and completeness.
• Identify potential tax credits, deductions, and liabilities to ensure clients receive the maximum benefit.
• Communicate clearly with clients to answer tax-related questions and request missing information in a professional and timely manner.
• Collaborate with administrative staff to ensure all client files are complete.
• Maintain a high level of confidentiality with all client information.

Qualifications