Tax Preparer

About This Role

This full-time Tax Preparer role involves preparing federal and state tax returns for individuals and business entities, assisting clients with filing compliance, and supporting tax resolution engagements. The successful candidate will have strong technical tax knowledge, particularly in partnerships and S corporations, and the ability to analyze complex tax matters. This is a public-facing role, working directly with clients, attorneys, and case managers to gather information, resolve tax issues, and ensure accurate and timely completion of tax filings.

Responsibilities

• Prepare current and prior-year tax returns, including multiple delinquent years
• Analyze financial statements, bookkeeping records, and supporting documentation
• Reconstruct financial information using available records and IRS transcripts when necessary
• Prepare accurate returns that are substantially complete and filing-ready without routine manager review
• Review completed returns for completeness, accuracy, and compliance with applicable tax laws
• Prepare and maintain depreciation schedules and fixed asset records
• Calculate shareholder and partner basis
• Analyze and track passive losses, capital loss carryforwards, suspended losses, and net operating loss carryforwards
• Research and resolve technical tax issues as they arise
• Prepare federal and state tax returns for Individuals (Form 1040), Partnerships (Form 1065), S Corporations (Form 1120-S), C Corporations (Form 1120), and Trusts and Estates (Form 1041)
• Communicate directly with clients regarding missing documentation and return preparation requirements
• Explain tax issues and filing requirements in a clear and professional manner
• Develop strong client relationships through responsiveness and professionalism
• Provide accurate updates regarding return preparation progress and outstanding requirements
• Manage multiple engagements simultaneously while meeting deadlines
• Maintain accurate records within firm workflow and CRM systems
• Collaborate with attorneys, case managers, and operations personnel
• Meet established productivity, turnaround time, and quality expectations
• Assist clients in becoming compliant with federal and state filing requirements
• Prepare returns necessary for IRS and state tax resolution strategies
• Help resolve federal and state tax notices
• Work with attorneys and tax professionals to support active resolution cases
• Maintain awareness of filing deadlines and resolution milestones

Requirements

• Minimum 3-5 years of recent professional tax preparation experience