Tax Preparer

• Prepare individual tax returns, including 1040 forms, ensuring accuracy and compliance with tax laws
• Review financial documents to gather necessary information for tax filing
• Utilize Lacerte Tax Software to efficiently complete tax preparation tasks
• Handle tax forms for clients with varying levels of complexity, from simple to more intricate returns
• Maintain confidentiality and ensure sensitive client information is securely managed
• Communicate with clients to clarify financial details and address inquiries
• Assist in identifying potential tax deductions and credits to optimize returns
• Stay updated on current tax regulations to ensure all filings meet legal requirements

• Proven experience in preparing individual tax returns, including 1040 forms
• Proficiency with Lacerte Tax Software is essential
• Strong attention to detail and accuracy in handling financial data
• Ability to manage multiple tax returns with varying levels of complexity
• Solid understanding of tax regulations and compliance standards
• Excellent organizational and time management skills
• Effective communication skills for client interactions

Previous experience with business tax returns is a plus but not required

• medical, vision, dental, life and disability insurance
• eligible to enroll in our company’s 401(k) or deferred compensation plan (if eligible)
• paid time off for vacation, personal needs, and sick time and paid holidays