Tax Preparers

Overview

• Contribute to a dynamic tax preparation team during the busy tax season.
• Prepare and review individual federal and state income tax returns for diverse clients.
• Utilize professional tax software to ensure accurate and compliant tax filings.
• Collaborate with clients to gather necessary financial documentation and resolve discrepancies.
• Apply eligible deductions and credits to maximize tax savings for clients.
• Work in a small, focused team environment with accessible parking facilities.
• Gain valuable experience in high-volume tax preparation scenarios.
• Opportunity to work with advanced tax software like UltraTax or Thomson Reuters.

Key Responsibilities & Duties

• Prepare and review individual tax returns (Form 1040) with precision and compliance.
• Analyze financial documents, including W-2s, 1099s, and investment income.
• Identify and apply tax deductions and credits to optimize client savings.
• Prepare Schedule C returns for self-employed individuals and gig workers.
• Input tax data and electronically file returns using professional software.
• Communicate with clients to clarify financial details and resolve issues.
• Ensure compliance with IRS regulations and state tax requirements.
• Collaborate with team members to meet high-volume tax season demands.

Job Requirements

• Bachelor of Science in Business Administration (BSBA) or equivalent.
• Minimum of 2 years of experience in individual tax preparation.
• Proficiency in tax software such as UltraTax, ProSeries, or Drake.
• Strong knowledge of Form 1040 and related schedules (A, B, C, D).
• Exceptional attention to detail and accuracy in tax preparation.
• Ability to work on-site in a collaborative team environment.
• Effective communication skills for client interaction and documentation.
• Commitment to maintaining compliance with tax regulations and standards.