Seasonal Tax Preparer

As a Seasonal Tax Preparer, you will prepare individual and small-business tax returns throughout the filing season, owning the preparation and client review stages. Working within a team-based review process, you will review documentation, complete tax forms, conduct tax research, and communicate with clients by phone and email.

Responsibilities

• Review client documents for completeness and accuracy.
• Prepare individual and small-business tax returns.
• Complete required tax forms, including Form 1040.
• Conduct tax research to support accurate return preparation.
• Manage the preparation and client review stages of the workflow.
• Participate in a team-based review process during the filing season.
• Communicate with clients by phone and email.

Preferred Qualifications

• 3+ years of tax preparation experience.
• Experience with individual tax preparation and Form 1040.
• Knowledge of tax research and tax software.
• Familiarity with IRS e-file procedures.
• Proficiency with Microsoft Excel.
• Strong client communication and attention to detail.
• Ability to maintain confidentiality.