Tax Preparer

Job Description

Job Title: Tax Preparation Support Specialist Job Description: We are seeking a detail-oriented and highly organized Tax Preparation Support Specialist to join our Tax Group. This role is instrumental in assisting with the preparation of tax returns and ensuring the smooth management of tax workpapers and related processes. The ideal candidate will have strong proficiency in Excel and be skilled at rolling forward tax balances within tax workpapers. This position will play a key role in supporting our tax team during busy periods and helping maintain the accuracy and completeness of tax documentation. Key Responsibilities: Assist in the preparation of federal, state, and local tax returns by gathering relevant information and updating tax workpapers. Perform roll forward of tax balances in tax workpapers using Excel, ensuring all data is accurate and clearly documented. Work closely with the tax group to update prior-year workpapers with current-year tax information. Reconcile and analyze tax accounts, identify discrepancies, and support resolution efforts. Maintain and organize tax documentation and workpapers to ensure accessibility and compliance with recordkeeping standards. Assist in researching and compiling data needed for tax filings and audits. Support the preparation of quarterly and annual income tax provisions. Collaborate with team members to improve efficiency in tax preparation processes, identifying opportunities for automation or streamlining. Ensure confidentiality and security of sensitive financial and tax data. Qualifications: Proficiency in Excel is required, including intermediate to advanced skills such as working with formulas, pivot tables, data imports, and roll forward processes. 1-3 years of experience in US tax preparation support, accounting, or a related field (preferred but not mandatory for entry-level candidates with strong Excel skills). Basic knowledge of tax laws, regulations, and filing requirements is a plus. Strong attention to detail and accuracy in working with numerical data and tax balances. Ability to prioritize tasks, meet tight deadlines, and manage multiple projects simultaneously. Excellent organizational and communication skills. Experience with tax software and ERP systems is advantageous but not required. Education: A bachelor’s degree in accounting, finance, or a related field is preferred but not required. Alternatively, relevant professional experience demonstrating Excel proficiency and tax support skills will be considered. Show more Show less