Tax Preparer (44)

Tax Preparer

Department: Tax Preparation

Employment Type: Full Time

Location: Remote

Compensation: $80,000 - $100,000 / year

Description

We are seeking a highly motivated and technically proficient Tax Preparer with heavy business tax preparation experience to work on complex tax preparation for our clients. The ideal candidate will be a knowledgeable tax professional with experience preparing personal and business tax returns, conducting tax research, and communicating with clients. A key focus of this role will be to prepare complex business tax returns involving a variety of entity structures. The position will work with other members of the Tax Preparation department, under the direction and supervision of the Tax Manager.

Minimum Qualifications

• 3-6 years of experience in tax preparation, with increasing responsibility and complexity
• Bachelor's degree in Accounting, Finance, Taxation, or a related field; Master's degree in Taxation is a plus
• Advanced qualification (e.g. CAP, EA) in progress is required, completion is preferred
• Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)
• Knowledge of corporate and personal tax planning strategies
• Additional experience in accounting, finance advisory, and/or consulting services

Key Responsibilities

• Prepare and manage federal, state, and local tax returns for a diverse client portfolio, with primary emphasis on Partnerships (Form 1065) , S-Corporations (Form 1120-S), C-Corporations (Form 1120), and complex individual (Form 1040) returns, various schedules, and workpapers
• Perform review of less complex business and individual returns prepared by offshore teams, ensuring technical accuracy, consistency, and compliance
• Conduct detailed tax research on complex technical issues
• Prepare responses to notices from federal and state taxing authorities and assist with tax audit support
• Own client engagements from document collection to final filing, managing deadlines and coordinating with internal teams for project support
• Provide guidance and technical support to other team members
• Maintain professional client relationships, gather necessary data efficiently, and clearly communicate tax implications and filing status
• Contribute to company Knowledge Base for client FAQS and company Best Practices

Skills, Knowledge and Expertise

• Ability to manage projects independently and take responsibility for complex outcomes
• Exceptional attention to detail in a high-volume, deadline-driven environment
• Proven ability to communicate complex tax issues both verbally to clients and in writing in research memos and review notes
• Demonstrated ability to improve and streamline existing workflow processes
• Skill in effectively managing communication and issue resolution with external teams (e.g. offshore partners)
• High ethical standard, conducts self with honesty and integrity

Benefits

• Remote work
• Medical, dental, vision, life, and voluntary life insurance
• 401(k) with company match
• Paid vacation and sick days
• Paid holidays
• Continuing education
• Teambuilding events