Seeking a detail-oriented Tax Preparer to prepare individual and/or business tax returns, ensure compliance with current tax laws, and deliver excellent client service during peak filing seasons.
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Prepare accurate and compliant individual (1040) and/or business tax returns (e.g., 1065, 1120, 1120S).
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Gather and review client financial documents such as income statements, expense records, and investment reports.
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Analyze client information to identify eligible deductions, credits, and tax-saving opportunities.
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Verify financial information by reviewing source documents.
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Maintain up-to-date knowledge of federal, state, and local tax regulations.
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Communicate with clients to clarify questions, request missing information, and explain tax outcomes.
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File tax returns electronically and ensure timely submission.
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Maintain client confidentiality and comply with data security and privacy regulations.
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Respond to IRS or state notices and support clients with audits when appropriate (depending on certification).
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Document work performed and maintain organized client files.