Tax Preparer

Active PTIN required or ability to obtain prior to tax season. Comfortable communicating directly with co-workers, managers, or clients in a telework environment over a webcam. Experience preparing and reviewing Federal and State income tax returns for businesses. Experience preparing quarterly estimates. Experience handling tax notices and disputes. Familiarity with form 1120/5472 and form 1065. Comfortable with a startup environment and navigating ambiguity. Possess critical thinking, reasoning, and emotional intelligence. Excellent organizational and analytical skills. Effective English communication skills, both written and oral. Preferred: Active CPA or EA (or planning to obtain). Preferred: Experience researching United States tax information. Preferred: Familiarity with Intuit tax products. Preferred: Familiarity with Wave, Quickbooks, or other SMB accounting software.

Assist CPA in preparing business and customer tax returns. Collaborate with team members to file tax returns. Communicate with clients to resolve tax-related questions. Manage client inquiries and conduct calls as needed. Perform tax calculations and input data. Apply appropriate practices for client data input into tax returns.