What are the responsibilities and job description for the Tax Preparer position at ACP Tax Advisory?
Tax Preparer
Role Overview ACP Tax Advisory is seeking an experienced Tax Preparer to join a fast-growing bilingual firm. This person will handle a diverse client portfolio including personal returns, business entities, and cross-border matters. This is not a training role, the ideal candidate is already operating confidently in a professional tax environment.
Core Responsibilities
• Prepare and review individual income tax returns (Form 1040) including Schedule C, E, and itemized deductions
• Prepare business tax returns: Forms 1120, 1120-S, and 1065 for LLCs, S-Corps, and partnerships
• Assist with foreign-owned entity compliance (Forms 5472, pro forma 1120, FBAR awareness)
• Communicate directly with clients in English and Portuguese for document collection, status updates, and explanations
• Coordinate with the internal bookkeeping team to ensure clean financials prior to filing
• Identify tax optimization opportunities and flag compliance risks proactively
• Maintain organized digital client files within the firm's internal systems
• Meet all seasonal deadlines (April 15, June 15, September 15, October 15 extensions)
Required Qualifications
• Minimum 2 years of hands-on U.S. tax preparation experience
• Fluent in English and Portuguese — full client communication in both languages is required
• Working knowledge of personal taxes: 1040, Schedule C/E/B, standard vs. itemized deductions
• Working knowledge of business taxes: 1120, 1120-S, 1065 and associated schedules
• Familiarity with QuickBooks or similar accounting software
• Strong attention to detail; ability to manage multiple client files simultaneously
• Active PTIN (or willing to obtain immediately)
Preferred Qualifications
• Enrolled Agent (EA), CPA, or CAA credential
• Experience with foreign-owned U.S. entities (Forms 5472, ITIN applications)
• Spanish language proficiency
• Familiarity with IRS e-file procedures and extension workflows