Tax Preparer

Overview

This role involves accurately preparing and reviewing federal and state income tax returns while providing tax planning services.

Responsibilities

• Interact with clients and staff to collect and organize tax data used to prepare income tax returns
• Prepare and review income tax returns and provide tax planning services
• Provide telephone support and schedule appointments
• Input pertinent tax information and data from tax documents and worksheets for federal and state tax returns using ProSeries software
• Create spreadsheets in Excel to compile and reconcile client data
• Identify and extract information from source documents, including brokerage statements, W-2s, Forms 1099, Forms 1098, client worksheets, and FDI worksheets
• Research and apply tax codes based on federal and state requirements
• Contact clients for missing information
• Review input for accuracy
• Scan tax documents
• Process tax returns, including:
  • Collecting and organizing data from clients
  • Inputting information on appropriate federal and state tax forms, schedules, and worksheets (including Forms 1040, 8283, 502, Schedules 1–6, A, B, C, D, and E, and the Social Security Benefits Worksheet)
  • Using tax software, source documents, and FDI work papers
  • Reviewing the completed tax return with clients
  • Collecting payment
• Complete QuickBooks entries, including invoices, payments, and reconciliation
• Assist with tax return pick up
• Instruct clients to complete the filing process for federal and state returns, including remitting payment for balances and remitting estimated tax payments
• Secure signatures and all documents required to comply with the electronic e-file process for federal and state authorities
• Complete electronic filing, including transmission and acceptance
• Perform other general office duties
• Adhere to regulations and organizational policies, including maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act, Fair Lending, and Information Security

Requirements

• Detail oriented and able to multi-task
• Good communication, customer service, and interpersonal skills
• Ability to prepare federal and state tax returns and provide tax planning services with minimal direction
• 1–3 years of experience is preferred
• High school diploma or GED equivalent; Bachelor’s degree is preferred
• Active licenses: Enrolled Agent (EA) or Certified Public Accountant (CPA)
• An equivalent combination of education and experience may be accepted in place of the listed education/experience

Compensation & Benefits

• Salary Grade(s): 10
• FLSA Status: Non-exempt
• Employment type: Full-time, Part-time, Temporary

Location

• Branches

Additional Notes

• Telework work possible only if criteria in the telework policy are met.

Updated

• October 2026