Tax Preparer - Remote

Overview

The Tax Preparer is responsible for submitting tax forms on behalf of clients to ensure they pay the appropriate amount and maximize their returns. This role involves interviewing clients about their financial details and acting as a liaison with the IRS.

In Short

• Prepare individual and business tax returns
• Review tax source documents for completeness and accuracy
• Conduct tax research to support tax planning and compliance efforts
• Assist with handling federal and state tax notices
• Maintain detailed and organized tax files
• Document all relevant information and supporting documents for tax returns
• Assist with administrative tasks
• Send engagement letters
• Follow up on signatures for tax returns
• Fill out 1099 forms

Requirements

• Experience in tax preparation
• Knowledge of tax laws and regulations
• Strong attention to detail
• Excellent communication skills
• Ability to work independently and as part of a team
• Organizational skills to manage multiple clients

Benefits

• Competitive salary
• Flexible working hours
• Opportunities for professional development
• Supportive work environment