Tax Preparer

Job Description

Job Summary:

We are seeking a detail-oriented and experienced Tax Preparer with a minimum of 3 years of hands-on tax preparation experience with individuals and businesses. The ideal candidate will be responsible for preparing individual and small business tax returns, ensuring compliance with current tax laws and regulations, and providing exceptional service to our clients.

Schedule:

In office (Morristown, TN 37814)

Key Responsibilities:

Prepare and file accurate federal, state, and local income tax returns for individuals and businesses (1040, Schedule C, 1120, 1065, etc.).

Review financial records such as income statements, expense reports, and previous tax returns to determine appropriate tax strategies.

Identify potential tax credits and liabilities and ensure accurate and complete returns are filed in a timely manner.

Advise clients on tax planning strategies to minimize liabilities and stay compliant.

Maintain up-to-date knowledge of tax laws and regulations through ongoing education and research.

Respond to inquiries from clients and tax authorities, and assist with audits as needed.

Use tax software (e.g., Drake, ProSeries, Lacerte, UltraTax) to complete and electronically file returns.

Qualifications:

Must have Minimum 3 years of tax preparation experience in a professional setting for both individuals and businesses.

Proficient in tax preparation software and Microsoft Office Suite.

Strong knowledge of federal and state tax codes, regulations, and procedures.

Excellent organizational and time-management skills.

Strong attention to detail with high standards for accuracy.

Strong communication and interpersonal skills to explain complex tax issues in simple terms.

Preferred Qualifications:

PTIN required.

EA or CPA designation is a plus, but not required.

Experience with small business returns or bookkeeping is a plus.

Bilingual abilities (especially Spanish) are a bonus.

Compensation:

Competitive salary based on experience + performance bonuses

Bonus opportunities during tax season.

Flexible scheduling

Full-time

Hybrid remote