Tax Preparer

We are seeking an experienced and detail-oriented Tax Preparer to join our team. The ideal candidate has extensive experience preparing and reviewing a high volume of individual (Form 1040) tax returns, including complex filings with multiple income sources, investments, and deductions. This person will play a key role in ensuring accuracy, compliance, and an exceptional client experience during the busy tax season and beyond.

• Prepare and review a high volume of individual income tax returns (Forms 1040, Schedules A, B, C, D, E, etc.)
• Handle complex tax situations involving W-2s, 1099s, K-1s, investments, real estate, and self-employment income
• Communicate directly with clients to collect tax documentation, clarify information, and provide status updates
• Identify potential deductions, credits, and tax-saving opportunities in compliance with IRS regulations
• Maintain organized and accurate client files and documentation
• Utilize tax preparation software (e.g., Lacerte, Ultra Tax, Drake, Pro Series, CCH, or similar) efficiently and accurately
• Stay current with federal and state tax laws and filing requirements
• Collaborate with senior accountants and partners to ensure timely filing and exceptional client service

• Minimum 6 years of experience preparing individual tax returns in a high-volume environment
• Proficiency with tax preparation software and Microsoft Excel
• Strong understanding of federal, state, and local tax codes
• Excellent attention to detail, organization, and communication skills
• Ability to manage multiple clients and deadlines simultaneously
• CPA, EA, or PTIN preferred (not required)