Tax Preparers

Overview

• Join a dynamic team providing expert tax preparation services during peak season.
• Prepare and review individual federal and state income tax returns for diverse clients.
• Utilize advanced tax software to ensure precise and compliant filings.
• Collaborate with clients to gather financial documentation and address discrepancies.
• Apply deductions and credits to maximize client tax savings effectively.
• Work in a professional, team-oriented environment with a focus on quality.
• Gain valuable experience in high-volume tax preparation scenarios.
• Opportunity to enhance skills with industry-leading tax software tools.

Key Responsibilities & Duties

• Prepare and review individual tax returns (Form 1040) with accuracy and compliance.
• Analyze financial documents, including W-2s, 1099s, and investment income.
• Identify and apply tax deductions and credits to optimize savings for clients.
• 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 discrepancies.
• 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 education.
• 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.