Tax Preparer

Summary

Join our team as an experienced Tax Preparer with a strong background in U.S. personal and business tax returns, including S Corps. You will need approximately two years of experience in U.S. tax preparation and familiarity with tax software, client communication, and complex return preparation. This role demands attention to detail, effective communication, and efficient work with clients and internal teams. You will prepare tax returns, manage client accounts, communicate with clients, track time, maintain organization, and collaborate with the CPA. The position is remote with core hours from 9 AM to 7 PM EST.

Requirements

• Minimum of two years of experience in U.S. tax preparation, including personal and business returns (S Corps)
• Proficiency in ProConnect tax software and QuickBooks Online
• Strong understanding of U.S. tax laws and regulations
• Excellent communication skills, both written and verbal, with the ability to explain complex tax issues to clients clearly
• Ability to work independently and manage multiple client projects simultaneously
• Detail-oriented and organized with a strong focus on accuracy and compliance
• Experience working with clients who may have varying levels of technical expertise, particularly older clients

Responsibilities

• Prepare U.S. personal tax returns (Form 1040) and business tax returns (including S Corps)
• Set up client accounts or roll forward tax returns from previous years using ProConnect tax software
• Retrieve and review clients’ tax documents uploaded to Dropbox, ensuring accuracy and completeness
• Communicate with clients, primarily via email and phone, to clarify any questions regarding their tax situation or request missing documents
• Handle client communications, particularly with older clients who may prefer phone calls over emails
• Record time worked on client tasks in QuickBooks Online, ensuring accurate billing in 15-minute increments
• Maintain a high level of organization, managing multiple client files and ensuring all necessary documentation is in place for timely tax return preparation
• Collaborate with the CPA to ensure tax returns are filed accurately and in compliance with relevant tax laws