We are seeking a detail-oriented Tax Preparer to join our team. In this role, you will focus on preparing basic tax returns, managing client extensions, supporting day-to-day tax processing workflows, and meeting with clients to review and finalize straightforward tax filings.

Key Responsibilities

Tax Preparation & Client Meetings

• Simple tax returns: Meet with clients to discuss the preparation of simple tax returns.

• Return execution support: Meet with clients signing tax returns that involve minimal client questions.

• Document follow-up: Contact clients to request any missing documents discovered while preparing tax returns.

• Folder & document management: Keep track of all physical folders, review and securely dispose of/shred copied documents after returns are fully processed, and close out client folders.

Extensions & Compliance Operations

• Extension management: Contact clients about tax return extension requests, file extensions, log them accordingly, and create associated invoices.

• E-filing and archiving: Save digital copies of e-signed returns to the database, e-file returns, and monitor the status of filed returns.

• Business support: Assist with handling business setups, logging the progress of each one, processing client check requests, and filing business annual reports.

Qualifications & Skills

• Previous experience in basic tax preparation and tax software.

• Strong organizational skills and strict attention to detail regarding document management and compliance.

• Excellent interpersonal and communication skills for client-facing review meetings.