Tax Preparer - Remote

Overview

We are seeking an experienced Tax Preparer with a strong background in U.S. personal and business tax returns, including S Corps, to join our team.

In Short

• Prepare U.S. personal tax returns (Form 1040) and business tax returns (including S Corps).
• Set up client accounts or roll forward tax returns from previous years using ProConnect tax software.
• Retrieve and review clients’ tax documents uploaded to Dropbox, ensuring accuracy and completeness.
• Communicate with clients, primarily via email and phone, to clarify any questions regarding their tax situation or request missing documents.
• Handle client communications, particularly with older clients who may prefer phone calls over emails.
• Record time worked on client tasks in QuickBooks Online, ensuring accurate billing in 15-minute increments.
• Maintain a high level of organization, managing multiple client files and ensuring all necessary documentation is in place for timely tax return preparation.
• Collaborate with the CPA to ensure tax returns are filed accurately and in compliance with relevant tax laws.

Requirements

• Approximately two years of experience in U.S. tax preparation.
• Familiarity with tax software.
• Effective communication skills.
• Ability to work efficiently with clients and internal teams.
• Attention to detail.

Benefits

• Opportunity to work with a dynamic team.
• Engagement with a diverse client base.
• Professional development opportunities.