Seasonal Tax Preparer

Degree in Accounting or related field Knowledge of tax laws and concepts Active PTIN Familiarity with Form 1040 and/or Form 1041 Strong technical skills Attention to detail and ability to take initiative to meet deadlines Strong communications skills (written/verbal) and professionalism Ability to work independently and remain flexible as priorities change Proficient in Microsoft Office – Word, Excel, Outlook and PowerPoint Excellent organizational skills, ability to multi-task, detail-oriented Able to navigate a fast-paced environment with a positive attitude

Assist with preparing federal and multi-state individuals and trust income tax returns. Learn and effectively utilize Lacerte tax preparation software. Prepare and format excel spreadsheets for trust accounting. Review documents and tax returns for accuracy. Perform tax technical research assigned by supervisors. Coordinate and communicate with tax advisors, managers, and other team members. Administrative tasks (filing, phone calls, etc.). Other various assigned projects.