Senior Tax Preparer

Overview

A CPA firm is seeking a Senior Tax Preparer to support a small but growing team of CPAs and tax professionals. This remote role involves independently preparing individual and business tax returns, including forms 1040, 1065, and 1120, with a focus on accuracy, efficiency, and timeliness.

Responsibilities

• Communicate directly with clients in a professional manner
• Prepare complex individual and business tax returns (1040s, 1065s, 1120s)
• Prepare required annual business filings such as annual reports and other state-level filings
• Identify applicable deductions, credits, and elections to minimize tax liability
• Prepare supporting tax schedules
• Maintain comprehensive knowledge of the firm’s tax philosophy and opinions
• Stay informed on economic and political trends affecting tax legislation and the business climate
• Update and maintain personal task lists and client workflows using CRM software (TaxDome)

Requirements

• Friendly and professional client presentation skills
• Strong desire to continually improve accounting and tax knowledge
• Detail-oriented with excellent verbal and written communication skills
• Strong problem-solving, critical thinking, and decision-making abilities
• Interest in evaluating and improving firm processes for efficiency and effectiveness
• Highly organized
• Honest, disciplined, and demonstrates high integrity

Preferred Skills and Experience

• Experience with tax preparation for Forms 1040, 1065, and 1120
• Knowledge of individual, partnership, and corporate tax returns
• Familiarity with tax compliance, deductions, credits, planning, and tax law
• Experience using CRM software, specifically TaxDome
• Ability to prepare annual reports and state tax filings
• Skilled in preparing tax schedules

Location

• Remote position