Tax Preparer

• Accurately input tax documents and client information into Lacerte tax software
• Prepare individual tax returns (1040s) and, depending on expertise, some trust returns
• Conduct initial reviews of tax files before finalizing them under the guidance of leadership
• Organize and document all tax filings to ensure timely submission and compliance
• Communicate with clients to address missing information as necessary, primarily through remote interactions
• Safeguard sensitive financial data by maintaining strict confidentiality
• Work efficiently within a paperless system to manage tax files and related documentation

• Active Preparer Tax Identification Number (PTIN)
• Current CPA or EA certification (Certified Public Accountant or Enrolled Agent)
• Minimum of 2 years of recent experience in tax preparation, with a specialization in individual returns
• Proficiency in Lacerte tax software and strong computer skills
• Advanced knowledge of Excel and Word, with the ability to work in a paperless environment
• Strong organizational skills and the ability to meet deadlines in a fast-paced setting

Familiarity with trust return preparation is preferred but not mandatory

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan