Tax Preparer

We are looking for a Tax Preparer to support individual tax filing needs. This Long-term Contract position is ideal for someone who can manage personal tax returns accurately, communicate clearly with clients, and work efficiently during busy filing periods. The role requires strong knowledge of individual income tax matters and confidence using Lacerte Tax Software to prepare and review completed returns.

Responsibilities:

• Prepare and complete individual income tax returns with a strong focus on accuracy, compliance, and timely delivery.
• Review financial records, tax documents, and supporting information to determine proper reporting for personal filings.
• Work directly with clients to gather missing details, clarify tax-related questions, and explain filing outcomes clearly.
• Enter, organize, and validate tax data within Lacerte Tax Software to produce complete and accurate returns.
• Identify potential issues, inconsistencies, or omissions in tax documentation and resolve them before submission.
• Stay current on applicable individual tax rules and apply relevant guidance throughout the preparation process.
• Maintain organized files and supporting documentation to ensure readiness for review, follow-up, or audit-related needs.
• Demonstrated experience preparing individual tax returns in a detail-focused tax or accounting environment.
• Strong understanding of personal income tax principles, forms, and filing requirements.
• Hands-on proficiency with Lacerte Tax Software.
• Ability to analyze tax documents carefully and detect discrepancies or missing information.
• Effective communication skills for working with clients and explaining tax-related matters clearly.
• Strong organizational skills with the ability to manage multiple returns and meet deadlines.
• High level of accuracy, discretion, and sound judgment when handling sensitive financial information.