Job Description
About Us
We are a fast-growing, high-energy tax firm committed to accuracy, exceptional client service, and providing a supportive work environment. As we continue to expand, we are seeking an experienced, bilingual Tax Preparer to join our in-office team. Position Summary
We are looking for a skilled in-person Tax Preparer with a minimum of 3 years of hands-on experience preparing both personal (1040) and business (1120/1120S/1065) tax returns. The ideal candidate is detail-oriented, proactive, and confident working with complex tax scenarios.
Essential Duties and Responsibilities
- Prepare accurate and compliant individual and business tax returns
- Handle complex filings including Trusts, Estates, Foreign Income, FBAR/FinCEN 114, and multi-state returns
- Conduct tax interviews with clients in both English and Spanish
- Review financial records, receipts, statements, and supporting documents
- Provide tax planning guidance and identify potential credits and deductions
- Communicate effectively with clients and internal teams
- Maintain strict confidentiality of all client information
- Stay updated on current tax laws and regulations
Knowledge, Skills and Abilities
- Proficiency with tax software (e.g., Drake, Lacerte, ProSeries, etc.)
- Ability to work in person at our office location
- Strong attention to detail with excellent communication skills
Education & Experience
- Minimum 3 years of recent experience preparing both personal and business tax returns
- Experience with Trusts, Estates, FBAR, and Foreign Income is also highly preferred.
- Strong knowledge of federal and state tax laws
- Must be bilingual (English & Spanish)
- EA (Enrolled Agent) credential - Preferred.
- Experience preparing Trust & Estate tax returns - Preferred.
- Experience with FBAR and foreign income reporting - Preferred.
- Experience with IRS correspondence or audit support - Preferred.
- Experience working in a high-volume tax office - Preferred.
Job Tags
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