Tax Preparer

We are looking for a Tax Preparer to support individual and business tax engagements for a client in Durham, North Carolina. This contract opportunity is ideal for someone who can manage a range of filing scenarios, contribute to tax planning efforts, and provide well-supported research on tax matters. The person in this role will work across federal and multi-state filings while helping maintain accurate financial information and assisting with tax-related correspondence.

Responsibilities:

• Prepare individual and business tax filings, including straightforward and more involved returns, with a strong focus on accuracy and timeliness.
• Complete federal and multi-state returns for clients while ensuring compliance with current tax regulations and filing requirements.
• Develop tax projections and support planning activities to help clients understand potential liabilities and opportunities.
• Perform targeted tax research to clarify filing positions, resolve questions, and support advisory work.
• Assist in drafting and organizing responses to tax agency notices and other related correspondence.
• Review financial records and bookkeeping details to gather complete information needed for return preparation.
• Use tax and accounting software to organize client data, prepare returns, and maintain supporting documentation.
• Experience preparing individual income tax returns, including Form 1040 filings.
• Ability to complete business tax returns, including work related to S corporation filings.
• Knowledge of multi-state tax preparation and related compliance considerations.
• Familiarity with bookkeeping processes and the ability to work from client financial records.
• Proficiency with tax software such as Lacerte Tax Software or CCH ProSystem.
• Working knowledge of QuickBooks Desktop and QuickBooks Online.
• Strong attention to detail and the ability to manage complex tax return information accurately.