Tax Preparer

Responsibilities:

• Consults with clients to develop a basic understanding of their financial affairs and the scope of their tax liabilities.
• Reviews previous tax returns and financial documents to identify missing or incomplete information or documentation.
• Reviews all supplied financial information for accuracy.
• Uses the appropriate accounting software or system to prepare tax returns.
• Calculates taxes owed or refunds due to client; consults tax law publications for guidance on unusual situations.
• Submits tax returns to accountant for review.
• Presents approved returns to clients.
• Files tax returns for clients.
• Maintains understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses.

Qualifications:

• Proficiency in preparing individual and business tax returns (1040, 1120, 1120S, 1065)
• Proficiency in Microsoft Office, Google Drive, and Adobe Acrobat
• Experience in Lacerte tax software is preferred
• Strong communication and interpersonal skills
• Ability to multitask and keep organized files for many clients at once

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Benefits:

• Retirement plan options
• Health insurance
• Paid time off
• Remote work opportunities (1 work-from-home day per week)