Tax Preparer Job at Karen, Florida

  • Karen
  • Florida

Job Description

Job Description

Job Description

The Tax Preparer will manage a mixed portfolio of individual, small-business, and corporate tax returns while supporting clients through document collection, preparation, review, filing, and compliance activities. Reporting to a Partner or Owner, this role combines document-focused work, routine client contact. During tax season there may be opportunity for additional hours.

Responsibilities

  • Conduct client intake and collect required tax documents.
  • Prepare individual, small-business, and corporate tax returns.
  • Review returns for accuracy, completeness, and compliance.
  • Analyze deductions and identify applicable tax opportunities.
  • Research tax laws and apply findings to client returns.
  • Complete electronic filing and track submission status.
  • Communicate with clients regarding documentation, questions, and return requirements.
  • Track deadlines and maintain organized, confidential tax records.

Preferred Qualifications

  • 3+ years of experience in tax preparation.
  • Experience with tax preparation software.
  • Knowledge of tax law research and tax compliance.
  • Experience preparing individual and business tax returns.
  • Strong attention to detail.
  • Effective client communication skills.
  • Ability to maintain confidentiality.

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