Tax Preparer

Job DescriptionJob DescriptionWe are looking for a Tax Preparer to support individual tax filing needs for clients. This is a Contract position suited for someone who can manage returns accurately, work efficiently during busy filing periods, and provide dependable service throughout the engagement. The ideal candidate brings hands-on experience with personal income tax returns and is comfortable using tax software to complete and review filings.

Responsibilities:

• Prepare and complete individual income tax returns with a strong focus on accuracy, compliance, and timely submission.

• Review financial records, tax documents, and supporting information to determine proper reporting and identify missing details.

• Communicate with clients to gather required information, clarify tax-related questions, and resolve discrepancies before filing.

• Use tax software to enter data, generate returns, and verify calculations across multiple client files.

• Examine completed returns for errors, inconsistencies, and potential issues before final delivery or submission.

• Maintain organized documentation and ensure tax records are handled securely and in accordance with applicable standards.

• Stay current on relevant individual tax rules and filing requirements to support accurate return preparation.

• Manage multiple tax engagements at once while meeting deadlines during high-volume periods.• Prior experience preparing individual tax returns in a tax preparation setting.

• Demonstrated knowledge of personal income tax preparation and related filing practices.

• Proficiency with Lacerte Tax Software for return preparation and review.

• Strong attention to detail with the ability to identify errors and incomplete information.

• Effective communication skills for working directly with clients and collecting required documentation.

• Ability to organize workload, prioritize assignments, and meet established deadlines.

• Commitment to handling confidential financial information with discretion and integrity.