Tax Preparer

About the role

This role is responsible for preparing individual and business tax returns, ensuring accuracy and compliance with current tax regulations, and providing excellent client service. The ideal candidate is organized, analytical, and comfortable working in a fast-paced environment during peak tax seasons.

Responsibilities

• Prepare and review federal, state, and local tax returns for high-net-worth individuals, partnerships/K-1s, trusts, and gift tax filings
• Collect, organize, and analyze client financial information and supporting documentation
• Ensure accuracy and compliance with current tax laws, regulations, and filing requirements
• Aid with tax planning strategies and year-round client advisory services
• Research tax issues and prepare supporting documentation for complex tax matters
• Communicate directly with clients regarding tax questions, outstanding items, and filing updates
• Respond to IRS and state tax notices and support audit inquiries as needed
• Collaborate with internal tax, accounting, and advisory teams to deliver comprehensive client solutions
• Maintain organized electronic workpapers, tax files, and client records
• Stay current on evolving tax legislation and industry developments
• Manage multiple client engagements and deadlines in a fast-paced environment
• Utilize tax software and Microsoft Excel to prepare returns and perform tax analysis
• Support senior tax professionals and partners on special projects and complex engagements
• Deliver a high level of professionalism, responsiveness, and client service throughout the engagement process

Requirements

• 5 years of experience
• CPA a plus but not mandatory
• Looking for clean backgrounds and not a tax season move year over year
• Mid-Sized firms are ideal
• Will consider smaller shops but need to be hands-on, willing to learn, attention to detail, focused, strong work ethic