Tax Preparer (A2138)

Job Description

Job Description

Top Job

Located in Painesville, OH

Salary : 20.00

Our client in Painesville is looking for a Tax Preparer who will work with individuals and business clients to prepare federal, state, and local tax returns, provide tax planning support and advice, and ensure compliance with applicable tax regulations. This position is part of a team that offers full-service tax, accounting, payroll, and financial planning services. The ideal candidate is detail-oriented, client-focused, and comfortable working in a fast-paced tax-season environment. #2931OS

Key Responsibilities

• Prepare and review tax returns for individuals (Form 1040), corporations (Forms 1120 / 1120-S), partnerships and LLCs (Form 1065), trusts and estates (Form 1041), and nonprofit organizations (Form 990).
• Meet and consult with clients to gather necessary financial documentation, including income, deductions, and credits.
• Identify and communicate tax-saving opportunities, credits, and deductions to optimize client outcomes.
• Ensure accuracy, completeness, and compliance of all tax filings by adhering to firm policies, procedures, and quality control checklists.
• Utilize tax preparation software and firm technology tools to process returns, manage workflow, and maintain client communications.
• Uphold strict confidentiality and maintain the highest level of professional ethics in all client interactions.
• Stay current with changes in federal, state, and local tax laws, as well as updates to software and firm processes.
• Support additional firm functions such as bookkeeping, payroll, and other accounting services during non-peak periods.
• Manage multiple client engagements and deadlines, particularly during tax season, while maintaining accuracy and efficiency.
• Collaborate effectively within the tax team and coordinate with other departments, such as wealth management and bookkeeping, to deliver comprehensive client service.
• Provide exceptional client support by responding to inquiries, following up on outstanding items, and ensuring timely and accurate filings.

Express Office : Mentor

7959 Reynolds Road

Mentor, OH 44060