What are the responsibilities and job description for the Tax Preparer position at W3Global?
We are seeking a motivated Tax Preparer with 1-2 years of experience to join our Towson office. The ideal candidate has a solid foundation in individual tax preparation, is eager to learn more complex areas, and enjoys working directly with clients. You'll work closely with experienced CPAs and be involved in a variety of tax engagements.
Responsibilities
Responsibilities
- Prepare individual income tax returns (1040s)
- Assist with small business returns (Schedule C, partnerships, and S corporations) as applicable
- Gather, organize, and review client tax documentation
- Identify potential tax-saving opportunities and communicate questions or findings
- Maintain accurate workpapers and follow firm procedures
- Support clients with a warm, professional, and responsive approach
- Assist with basic accounting tasks, if needed, during non-peak months
- Collaborate with the team to ensure timely, high-quality deliverables
- 1-2 years of tax preparation experience (public accounting experience preferred)
- Working knowledge of individual tax fundamentals
- Strong attention to detail and comfort reviewing financial documents
- Ability to communicate clearly with clients and team members
- Familiarity with tax preparation software (we can train on specifics)
- Desire to grow professionally and take on increasing responsibility
- Experience with small business returns (1120S, 1065)
- Coursework or progress toward EA or CPA