Experienced Seasonal Tax Preparer

Job Summary:

As an Experienced Seasonal Tax Preparer, you will be responsible for preparing accurate and complete individual and small business tax returns. You will work directly with clients to gather tax-related information, answer questions, and ensure timely filing of federal and state returns.

Key Responsibilities:

• Prepare federal and state individual tax returns (1040) and, if applicable, small business returns (Schedule C, 1065, 1120, etc.)
• Review client documents for completeness and accuracy
• Conduct client interviews (in person, by phone, or virtually) to gather necessary information
• Stay updated on tax laws and IRS regulations
• Provide excellent client service and maintain client confidentiality
• Identify potential tax credits and deductions to ensure accurate returns
• Use tax software (e.g., Lacerte, ProSeries, TaxSlayer, etc.) to complete filings
• E-file returns and assist clients with payment or refund options
• Respond to IRS or state notices if necessary

Qualifications:

• Minimum 2 years of recent tax preparation experience
• Strong knowledge of federal and state tax codes
• PTIN (Preparer Tax Identification Number) required
• EA (Enrolled Agent) or CPA certification preferred, but not required
• Experience with tax preparation software (please specify which)
• Excellent communication and client service skills
• Strong attention to detail and organizational skills
• Ability to work independently and as part of a team
• Flexibility to work extended hours during peak season

Compensation:

• Competitive salary, dependent on experience
• Training and continuing education provided

To Apply:

Please submit your resume, a brief cover letter highlighting your tax preparation experience, to include an estimated number of tax returns completed by category, and any relevant certifications to afreeman@ajkllc.com.

Pay: $25,000.00 - $50,000.00 per year

Work Location: In person

Salary : $25,000 - $50,000