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.
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
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