Seasonal Tax Preparer

Agee Business Solutions, LLC is seeking an experienced Seasonal Tax Preparer to join our team for the 2027 tax season at our Canyon Lake, CA office.

This is an in-office position for an experienced tax professional who can independently prepare both individual and business tax returns and confidently meet directly with clients.

Our firm serves individuals and small to mid-sized businesses across a variety of industries. The ideal candidate has strong technical tax preparation experience, excellent attention to detail, professional communication skills, and the ability to manage returns from document collection through completion.

The Seasonal Tax Preparer will prepare federal and state individual and business income tax returns during the 2027 tax filing season.

This position requires experience with a wide variety of return types and tax situations, including complex individual returns, self-employed taxpayers, rental properties, pass-through entities, corporations, depreciation and fixed assets, amended returns, and multi-state filings.

In addition to return preparation, the Tax Preparer will conduct in-person client tax appointments to gather information, ask appropriate follow-up questions, identify potential tax issues, and provide a professional client experience.

This is an onsite position in Canyon Lake, CA. Remote tax preparation is not available for this position.

• Prepare accurate federal and state individual and business income tax returns

• Independently prepare Forms 1040, 1065, 1120-S, and 1120

• Prepare complex individual returns involving Schedule C businesses, Schedule E rental properties, investments, retirement income, K-1s, asset sales, itemized deductions, credits, and other tax situations

• Prepare returns for small and mid-sized businesses across multiple industries

• Prepare depreciation and fixed asset schedules, including additions, dispositions, and applicable depreciation methods

• Prepare amended individual and business income tax returns

• Prepare multi-state individual and business returns as applicable

• Review prior-year returns and current-year documentation to identify carry forwards, depreciation, prior elections, and other items affecting the current-year return

• Conduct in-person tax preparation appointments with clients

• Interview clients and ask appropriate follow-up questions to obtain complete and accurate information

• Identify missing documentation, inconsistencies, and potential tax issues requiring additional research or review

• Enter, prepare, and review returns using Drake Tax

• Perform a thorough self-review of completed returns before submitting them for final review

• Prepare appropriate work papers, notes, and supporting documentation

• Communicate outstanding items and tax questions clearly to clients and firm staff

• Research tax issues when necessary and recognize when an issue should be escalated for additional review

• Maintain accurate workflow and status information for assigned tax returns

• Follow up on incomplete returns and outstanding client documentation through completion

• Follow firm procedures, documentation standards, and quality-control requirements

• Maintain strict confidentiality and safeguard taxpayer information

• Provide professional and courteous service throughout the tax preparation process

• Minimum 3 tax seasons of professional paid tax preparation experience

• Demonstrated experience independently preparing both individual and business income tax returns

• Experience preparing Forms 1040, 1065, 1120-S, and 1120

• Experience preparing returns for small and mid-sized businesses

• Experience preparing complex individual income tax returns

• Strong experience with Schedule C businesses and Schedule E rental properties

• Experience preparing returns involving K-1s, investments, asset sales, pass-through income, and other complex tax matters

• Experience preparing depreciation and fixed asset schedules
  , including additions and dispositions

• Experience preparing amended individual and business tax returns

• Proficiency with Drake Tax software is required

• Strong understanding of federal individual and business income taxation

• Experience preparing state and multi-state income tax returns

• Ability to review prior-year returns and identify carry forwards and other items affecting current-year tax treatment

• Ability to independently review tax documents and identify missing, inconsistent, or potentially incorrect information

• Ability to independently prepare returns…