Tax Preparer

👉https://assessment.aptiveindex.com/s/gHLOzZTg4gFB

Only candidates who complete the assessment will be considered.

Role Overview

We are seeking a detail-focused Tax Preparer (CPA) to support federal, state, and local tax compliance work. This role is execution-driven, with responsibility for preparing accurate tax returns, supporting IRS matters, and maintaining clean documentation. You will work independently within defined processes and deadlines.

Position Responsibilities

• Prepare federal, state, and local tax returns for individuals and business entities
• Ensure accuracy, completeness, and compliance of all filings
• Assist with tax planning by identifying deductions, credits, and compliance issues
• Research tax regulations as needed to support return preparation
• Support IRS resolution matters, including notices and documentation
• Maintain organized workpapers and tax records
• Use Lacerte for tax preparation and ** Canopy** for workflow and document management
• Communicate clearly with internal stakeholders regarding missing data or tax issues
• Stay current on changes in tax laws and filing requirements

Position Qualifications

• CPA license required
• Bachelor’s degree in Accounting or Finance required
• 5+ years of experience in tax preparation or related tax roles
• Strong understanding of federal, state, and local tax regulations
• IRS tax resolution experience preferred
• Prior experience with Lacerte tax preparation software preferred
• High attention to detail and accuracy
• Ability to manage multiple returns and deadlines, especially during peak season
• Ability to work independently in a remote environment
• Clear written and verbal communication skills

What Success Looks Like

• Accurate, compliant, and on-time tax filings
• Minimal rework or review corrections
• Complete and well-organized tax documentation
• Consistent output and reliability during peak tax periods