Tax Preparer Job at ATALNT LLC, Southampton, NY

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  • ATALNT LLC
  • Southampton, NY

Job Description

Job Title:   Tax Preparer
Location:   Within 30‑mile radius of Southampton, New York
Employment Type:   Full‑time (Seasonal Peak + potential year‑round support)

Job Summary

The client is a well-established CPA firm, seeks a meticulous and client‑focused Tax Preparer. You’ll conduct client interviews, prepare accurate tax returns (individuals, businesses, trusts), and support year‑round tax compliance including IRS filings and inquiries.

Key Responsibilities

  • Conduct client interviews and collect relevant income and deduction data

  • Prepare and review individual, partnership, corporate, and trust returns

  • Analyze documents such as W-2s, 1099s, and K-1s to ensure accuracy and maximize deductions

  • Coordinate with senior staff for return reviews and accuracy checks

  • Assist clients with IRS/state filings, audit responses, and correspondence

  • Stay current on tax law changes and assist with planning for complex returns

  • Maintain strong client relationships and support additional firm services

  • Provide seasonal coverage (25–35 hours/week), up to 40 hours/week during peak periods

Requirements

Required Qualifications

  • Education/Certification :

    • High school diploma or equivalent required; bachelor’s in Accounting or related field preferred

    • Active IRS Preparer Tax Identification Number (PTIN); CPA, EA, or RTRP designation is a plus

  • Experience :

    • 1–4 years of hands-on tax preparation experience

    • Experience with individual, partnership, corporate, and/or trust returns

    • Client-facing or interview-based intake experience preferred

  • Skills :

    • Proficiency in tax preparation software (e.g., Lacerte, Drake, ProSeries, UltraTax)

    • Familiarity with QuickBooks is a plus

    • Excellent communication and client service skills

    • Strong attention to detail and ability to meet deadlines under pressure

  • Compliance :

    • Must meet all IRS and state tax preparer requirements and maintain active registration

Job Tags

Full time,

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