Tax Preparer

Tax Preparer (Detailed Description)

Position Summary

The Tax Preparer is responsible for preparing federal, state, and local tax returns for individuals and businesses. This role ensures compliance with accounting standards and tax regulations and supports clients through timely communication and high‑quality service. The position requires strong technical knowledge of federal and state tax returns, experience in complex business returns and a commitment to continuous process improvement.

Primary Responsibilities

Tax Preparation & Compliance

• Tax Preparation - Prepare individual (1040), corporate (1120/1120‑S), partnership (1065), and nonprofit (990) tax returns in a high-volume firm.
• Conduct detailed tax planning and projections for clients.
• Perform tax research to resolve complex issues and ensure compliance with IRS and state regulations.
• Maintain up‑to‑date knowledge of tax law changes and communicate impacts to clients and staff.

Client Communication & Relationship Management

• Client Communication — Serve as a primary point of contact for tax clients as questions arise.

Process Improvement & Technology

• Process Improvement — Evaluate current workflows and recommend enhancements to increase efficiency and accuracy.
• Maintain expertise in tax software such as Drake, ProConnect, or ProSeries.
• Experience with Canopy or other similar software would be helpful.
• Utilize firmwide standard for client status in Canopy.

Required Qualifications

• Bachelor’s in Accounting or related field.
• 3–5 years of experience as a tax preparer in a CPA firm that handles a high volume of various tax returns.
• Proficiency with various tax software such as Drake, ProConnect or ProSeries
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple deadlines in a fast‑paced environment.

Preferred Qualifications

• CPA or EA credential (active or in progress).
• Experience in public accounting in a multi‑client environment.
• Familiarity with tax research tools and advanced accounting software.
• Experience with workflow management systems (e.g., Karbon, Canopy, Jetpack).

Core Competencies

• Attention to Detail - Ensures accuracy in financial data and tax filings.
• Problem Solving - Identifies issues and develops practical solutions.
• Time Management - Prioritizes tasks and meets deadlines consistently.
• Leadership - Guides and supports accounting staff.
• Client Service - Builds trust and delivers high‑quality service.

Physical & Work Environment Requirements

• Ability to sit for extended periods while working at a computer.
• Occasional overtime during peak tax season.
• Ability to handle confidential information with discretion and professionalism.

Salary range of $50,000 - $90,000 equals salary bonus and is based upon experience

We are a fast-growing tax and accounting firm, that is growing through key acquisitions within the tri-county area. We offer an excellent salary and benefits, a friendly work environment and plenty of room for advancement and growth.

Pay: $50,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• Employee discount
• Paid time off

Work Location: In person

Salary : $50,000 - $90,000