Job Description

JOB REQUIREMENTS: Position Summary We are a well established small CPA

firm seeking a detail oriented, client focused Tax Preparer to join our team. This role is responsible for preparing accurate and timely tax returns for individuals and small businesses while delivering excellent client service. The ideal candidate is organized, dependable, and comfortable working in a fast paced environment during tax season. \_\\_\\_\\_\\_\\_\\_\\_\\_\\_\\_\\_\\_\_ Key Responsibilities Prepare federal, state, and local tax returns for: -Individuals (1040s) -Small businesses (Schedule C, partnerships, S Corps, and C Corps, as applicable) Gather, organize, and analyze client tax documents and financial records Identify tax saving opportunities and ensure compliance with current tax laws Communicate with clients to obtain missing information and answer tax related questions Utilize tax preparation software and firm systems to complete returns efficiently Assist with tax planning, extensions, amendments, and notices Maintain accurate, well organized client files Collaborate with CPAs and firm leadership to meet deadlines and quality standards Stay current on tax law changes and best practices Use all appropriate adjustments, deductions, and credits to keep clients\' taxes to a minimum. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables. Interview clients to obtain additional information on taxable income and deductible expenses and allowances. Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion. Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns. Explain federal and state tax laws to individuals and companies. Answer questions and provide future tax planning to clients. Calculate form preparation fees according to return complexity and processing time required. Schedule appointments with clients. \*\** OTHER EXPERIENCE AND QUALIFICATIONS: Required Qualifications 23 years of tax preparation experience Strong knowledge of individual and small business tax returns Familiarity with IRS regulations and state tax requirements Proficiency with tax preparation software (e.g., UltraTax or similar) Excellent attention to detail and organizational skills Strong written and verbal communication skills Ability to manage multiple deadlines, especially during peak season \_\\_\\_\\_\\_\\_\\_\\_\\_\\_\\_\\_\\_\_ Preferred Qualifications Experience in a CPA firm or public accounting environment EA or CPA certification (or progress toward either) Experience with tax planning and advisory services Strong client service mindset \_\\_\\_\\_\\_\\_\\_\\_\\_\\_\\_\\_\\_\_ Physical & Work Requirements Ability to sit for extended periods Ability to work extended hours during tax season \*\** APPLICATION INSTRUCTIONS: E-Mail a Rsum: office@lopascpa.com

Job Tags

Work at office, Local area

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