Tax Preparer

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