Tax Preparer

We are looking for an experienced Tax Preparer to support clients with accurate tax compliance and dependable financial insight. This role blends hands-on preparation of individual and business tax filings with careful review of financial records and accounting activity. The ideal candidate brings strong technical judgment, stays current on regulatory changes, and works effectively across multiple engagements while maintaining a high standard of client service.

Responsibilities:

• Prepare and review federal and state tax returns for individual and business clients, ensuring complete and accurate filings.
• Analyze financial statements, account activity, and supporting documentation to confirm accuracy and alignment with applicable accounting standards.
• Maintain the integrity of general ledger records by reconciling accounts and contributing to month-end or periodic close activities.
• Advise clients on tax implications based on their financial position and identify practical opportunities to improve tax efficiency.
• Evaluate reporting trends and financial performance to recommend stronger accounting practices and better business outcomes.
• Collaborate with team members to address complex tax or accounting matters and deliver client work on schedule.
• Track updates to tax law, reporting obligations, and related regulations to support ongoing compliance.
• Manage several client assignments at once, prioritizing deadlines while meeting quality expectations and role requirements.
• Protect sensitive financial information and build trusted client relationships through reliable, confidential service.
• 5+ years of experience in tax preparation or a closely related accounting role.
• Demonstrated ability to prepare individual tax returns and support business tax engagements.
• Strong knowledge of federal and state tax regulations and core accounting principles.
• Experience reviewing financial records, reconciling accounts, and supporting financial close processes.
• Proficiency with Lacerte Tax Software.
• Ability to assess client circumstances and provide sound tax guidance based on facts and regulations.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines consistently.