Tax Preparer

Job Description

Core Responsibilities and Duties

• Prepare complex individual, corporate, partnership, fiduciary, and non‑profit tax returns, ensuring accuracy and compliance with all tax authorities.
• Conduct thorough tax research using professional tools to address client questions and resolve technical issues.
• Interact directly with clients to gather necessary financial information, answer tax‑related inquiries, and provide outstanding customer service.
• Assist in responding to tax notices and inquiries from the IRS and state taxing authorities.
• Maintain client files and documentation in an organized and confidential manner, adhering to firm and regulatory standards.
• Assist with client financials and reconciling statements.