Tax Preparer
Tax Preparer
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1-3years
$ 65 - 72
1 Vacancy
Job Description
Job Title: Tax Preparer
Location: Within 30 mile radius of Southampton New York
Employment Type: Full time (Seasonal Peak potential year round support)
Job Summary
The client is a well-established CPA firm seeks a meticulous and client focused Tax Preparer. You ll conduct client interviews prepare accurate tax returns (individuals businesses trusts) and support year round tax compliance including IRS filings and inquiries.
Key Responsibilities
Conduct client interviews and collect relevant income and deduction data
Prepare and review individual partnership corporate and trust returns
Analyze documents such as W-2s 1099s and K-1s to ensure accuracy and maximize deductions
Coordinate with senior staff for return reviews and accuracy checks
Assist clients with IRS/state filings audit responses and correspondence
Stay current on tax law changes and assist with planning for complex returns
Maintain strong client relationships and support additional firm services
Provide seasonal coverage (25 35 hours/week) up to 40 hours/week during peak periods
Requirements
Required Qualifications
Education/Certification:
High school diploma or equivalent required; bachelor s in Accounting or related field preferred
Active IRS Preparer Tax Identification Number (PTIN); CPA EA or RTRP designation is a plus
Experience:
1 4 years of hands-on tax preparation experience
Experience with individual partnership corporate and/or trust returns
Client-facing or interview-based intake experience preferred
Skills:
Proficiency in tax preparation software (e.g. Lacerte Drake ProSeries UltraTax)
Familiarity with QuickBooks is a plus
Excellent communication and client service skills
Strong attention to detail and ability to meet deadlines under pressure
Compliance:
Must meet all IRS and state tax preparer requirements and maintain active registration
Must-Haves: CPA or Tax Attorney license 3 7+ years of experience, with a strong foundation in tax return preparation and review Deep interest in proactive tax strategy and planning Strong communication skills must be comfortable explaining complex tax strategies clearly to clients Ability to handle IRS representation and client-facing advisory (disputes, audits, and calls) Open to learning, adapting to internal systems, and contributing to process improvement Must be located in Florida or Texas
Employment Type
Full Time
