Tax Preparer

Tax Preparer

We are looking for a Tax Preparer to support individual income tax engagements in California. This long-term contract opportunity is ideal for someone who can manage returns accurately, communicate clearly with clients, and maintain high standards of compliance throughout the filing process. The role focuses on preparing personal tax documents, reviewing financial information for completeness, and using tax software to deliver timely, reliable results.

Responsibilities:

• Prepare individual income tax returns by analyzing client financial records, tax documents, and supporting information for accuracy and completeness.
• Review source materials such as wage statements, investment summaries, and deduction documentation to identify filing needs and potential issues.
• Enter and validate tax data in Lacerte Tax Software while maintaining organized records and minimizing preparation errors.
• Communicate with clients to request missing information, clarify financial details, and explain documentation requirements during the filing process.
• Verify completed returns for compliance with applicable tax rules before submission and resolve discrepancies when they arise.
• Maintain confidentiality of sensitive financial and personal information in accordance with regulatory and workplace standards.
• Track filing deadlines and workload priorities to ensure returns are completed within expected time frames.
• Support follow-up activities related to submitted returns, including responding to questions and updating records as needed.