Tax Preparer

Overview

• Work remotely as a Tax Preparer, focusing on ultra-high net worth individuals and families.
• Prepare tax returns and related work papers adhering to industry standards.
• Assist in filing tax forms and tracking assignment statuses efficiently.
• Engage in research of pertinent tax issues and provide timely deliverables.
• Collaborate with senior team members to ensure accuracy and completeness.
• Stay updated on tax law changes and leverage continuing education opportunities.
• Contribute to consulting projects and support team initiatives.
• Utilize tax software programs and BNA Income Tax Planner effectively.

Key Responsibilities & Duties

• Prepare moderate to complex individual and gift tax returns.
• Develop quarterly and annual income tax projections and extension forms.
• Assist with private equity and hedge fund K-1s handling.
• Ensure compliance with tax authorities and manage disbursements.
• Collaborate with team members in both remote and in-office environments.
• Maintain meticulous attention to detail and organizational skills.
• Communicate effectively through written and verbal channels.
• Participate in feedback sessions and demonstrate a willingness to learn.

Job Requirements

• Bachelor of Arts (BA) degree is required.
• Minimum of 4-5 years of experience in tax preparation.
• Proficiency in Microsoft Word, Outlook, and Excel.
• Familiarity with tax software programs and BNA Income Tax Planner.
• Strong written and verbal communication skills.
• Ability to handle multiple priorities and maintain high integrity.
• Flexible and reliable with a strong work ethic.
• Team player willing to work extra hours when necessary.