Posted:1 day ago|
Platform:
Remote
Full Time
The Tax Preparer is responsible for preparing accurate and complete federal and state tax returns for individuals, partnerships, corporations, and trusts. They support the tax team by organizing data, identifying issues, and preparing documentation for senior review and client delivery. As part of their development, tax preparers will also assist with tax projections and other planning tasks.
1. Prepare U.S. federal and state tax returns (Forms 1040, 1120S, 1065, 1120, 1041).
2. Collect, organize, and analyze client-provided documents and financial information.
3. Input data into tax software and reconcile tax workpapers with source documents.
4. Identify missing information and communicate with clients to clarify discrepancies.
5. Assist in preparing annual and quarterly tax projections, including estimated payments and planning adjustments.
6. Draft client deliverables and emails for senior review.
7. Follow internal workflows, deadlines, and documentation standards.
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