Senior Tax Preparer

Key Responsibilities

• Prepare and review complex tax returns for individuals (Form 1040), partnerships (Form 1065), S corporations (Form 1120-S), and C corporations (Form 1120).
• Meet directly with clients, primarily small business owners, to gather tax-related information, explain positions, and develop long-term relationships.
• Analyze financial records to ensure accurate tax reporting and full compliance with relevant tax codes.
• Maintain up-to-date knowledge of federal and state tax laws and regulations, particularly those impacting small businesses.
• Collaborate closely with internal accounting and payroll teams to provide integrated client services.
• Lead in-house training sessions on advanced tax strategies and firm procedures in coordination with the CEO.
• Take ownership of workload and provide strong hands-on support to the team, especially during peak tax season.

Qualifications

Preferred Qualities