Senior Tax Preparer

Responsibilities

• Prepare and review complex tax returns for individuals (Form 1040), partnerships (Form 1065), S corporations (Form 1120‑S), and C corporations (Form 1120).
• Meet directly with clients, primarily small business owners, to gather tax‑related information, explain positions, and develop long‑term relationships.
• Analyze financial records to ensure accurate tax reporting and full compliance with relevant tax codes.
• Maintain up‑to‑date knowledge of federal and state tax laws and regulations, particularly those impacting small businesses.
• Collaborate closely with internal accounting and payroll teams to provide integrated client services.
• Lead in‑house training sessions on advanced tax strategies and firm procedures in coordination with the CEO.
• Take ownership of workload and provide strong hands‑on support to the team, especially during peak tax season.

• Active CPA or EA license (required).
• Minimum 5 years of tax preparation experience, including business and corporate returns.
• Bilingual proficiency in English and Spanish (required).
• Proficiency with Quick Books and professional tax software (Drake preferred).
• Excellent interpersonal and communication skills with strong client‑facing abilities.
• High attention to detail and solid analytical/problem‑solving skills.

• Eagerness to grow into a leadership position within the firm.
• Strong understanding of tax strategy and ability to identify tax‑saving opportunities.
• Prior experience serving small business clients or working in a tax/accounting firm.