Seasonal Tax Preparer

Start Date for Early January

ax Preparer

Job Summary

We are seeking an experienced Tax Preparer to prepare individual and business tax returns and provide accurate, timely tax support to clients. The ideal candidate has hands-on experience with Lacerte Tax Software and is comfortable working independently in a fast-paced accounting environment.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, businesses, trusts, and other entities.
• Utilize Lacerte Tax Software to efficiently prepare, process, and file tax returns.
• Gather and review financial documents, tax forms, and supporting information for completeness and accuracy.
• Identify potential tax deductions, credits, and tax planning opportunities.
• Research tax issues and apply current federal and state tax regulations.
• Communicate with clients to obtain missing information and answer routine tax-related questions.
• Review completed returns for accuracy and compliance prior to filing.
• Assist with extensions, amended returns, estimated tax payments, and other tax filings as needed.
• Maintain organized and accurate client files and documentation.
• Stay current on changes to federal, state, and local tax laws and regulations.
• Work closely with accountants and other team members to resolve discrepancies and ensure deadlines are met.

Qualifications

• 2+ years of experience preparing individual and/or business tax returns.
• Hands-on experience with Lacerte Tax Software required.
• Strong understanding of federal and state tax regulations.
• Experience with Forms 1040 and familiarity with business returns such as 1065, 1120, and 1120-S preferred.
• Strong attention to detail and accuracy.
• Excellent organizational and time-management skills.
• Ability to manage multiple tax returns and deadlines simultaneously.
• Strong communication and client-service skills.
• Proficiency with Microsoft Office, particularly Excel.

Preferred

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA, EA, or other tax-related certification.
• Public accounting or CPA firm experience.
• Experience with tax planning and research.
• Experience handling high-volume tax preparation during tax season.