We are looking for a Tax Preparer to support tax and client service operations for a CPA firm in Omaha, Nebraska. This Long-term Contract position focuses on preparing and organizing tax-related information, maintaining accurate client records, and assisting with document workflows that keep filings on schedule. The role also partners with advisors and internal staff to help resolve questions, manage documentation, and ensure materials are complete, compliant, and ready for delivery.
Responsibilities:
- Maintain and update client records across firm systems, ensuring information is accurate, current, and properly documented.
- Review tax forms, financial records, and supporting materials to confirm completeness before returns move forward for processing or filing.
- Organize, scan, copy, and file client documents in both electronic and physical formats so records remain secure and easy to access.
- Assemble completed tax returns and supporting packages for distribution to clients in a clear and organized format.
- Retrieve account and tax-related information for advisors and other team members to support research, follow-up, and issue resolution.
- Perform detailed quality checks on returns and related documents to help meet firm standards and applicable tax guidelines.
- Compare current filings with prior-year information to identify inconsistencies, missing details, or items needing clarification.
- Research client questions tied to tax filings, financial documentation, or account activity and share findings with the appropriate team members.
- 1+ years of experience in tax preparation, tax processing, accounting support, or a similar administrative environment.
- Associate’s degree in accounting, business, or a related field is preferred.
- Working knowledge of individual tax return documentation and common tax terminology.
- Experience using business and tax software such as Salesforce, Lacerte, CCH ProSystem fx, or similar platforms is preferred.
- Strong proficiency with Microsoft Office applications, including Word, Excel, and Outlook.
- Excellent attention to detail with the ability to manage document accuracy in a deadline-driven setting.
- Strong organizational, communication, and multitasking skills, with the ability to work effectively in a team environment.
- Ability to learn new systems quickly and apply sound problem-solving skills to day-to-day processing tasks.