<p>We are looking for a skilled Tax Preparer to join our team on a contract basis in Kaneohe, Hawaii. This role involves preparing individual income tax returns while working closely with an experienced team to ensure accuracy and efficiency. The position requires a commitment to consistent hours, with potential overtime during peak periods, and includes on-site work in an organized office setting. To apply, please call us at 808-531-8056. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.</p><p><br></p><p>Responsibilities:</p><p>• Prepare individual income tax returns using Ultra Tax software or similar tax preparation tools.</p><p>• Ensure accuracy and compliance with tax regulations while processing 300-400+ returns during the season.</p><p>• Collaborate with a team of eight team members to meet deadlines and maintain high standards of service.</p><p>• Adhere to vaccination and safety protocols, including mask requirements, as mandated by company policy.</p><p>• Provide excellent customer service and address client inquiries regarding tax documentation and filing.</p><p>• Work regular hours with extended hours during peak periods and participate in half-day shifts on Saturdays starting mid-March.</p><p>• Maintain organized records and documentation for all tax filings.</p><p>• Utilize prior experience in tax preparation to contribute effectively to the team's workflow.</p><p>• Participate in team meetings and maintain communication with colleagues to ensure seamless operations.</p>
<p>Job Title: Tax Preparer (Contract through April 15)</p><p>Location: On-site</p><p>Hours: Part-Time, fluctuating 15–30 hours per week</p><p>Pay Rate: $30–$38 per hour</p><p>Overview:</p><p>Our company is seeking a Contract Tax Preparer to assist during the 2024 tax season, with assignments running through April 15. This is a flexible, on-site role with hours varying between 15 and 30 per week, based on workflow and client needs. Candidates must have proven experience with Ultra Tax, though those with CCH ProSystems software backgrounds are also encouraged to apply. A minimum of 1–2 years tax preparation experience is required.</p><p>Responsibilities:</p><ul><li>Prepare federal, state, and local tax returns for individuals and small businesses using Ultra Tax or CCH ProSystems software.</li><li>Review financial documents for completeness and accuracy in tax filings.</li><li>Communicate effectively with clients to gather information and address tax-related questions.</li><li>Stay updated on current tax codes and regulations to ensure compliance.</li><li>Maintain confidentiality of client financial information.</li><li>Provide excellent client service throughout the tax preparation cycle.</li></ul><p><br></p>
We are looking for a detail-oriented Tax Preparer to join our team on a contract basis during the tax season. This role is based in Hermitage, Pennsylvania, and involves preparing and reviewing personal tax returns to ensure accuracy before final approval. If you are skilled in tax preparation and have experience with Ultra Tax software, this position offers an excellent opportunity to contribute to a CPA firm.<br><br>Responsibilities:<br>• Prepare and review personal tax returns, including basic 1040 forms, ensuring all information is accurate and complete.<br>• Utilize Ultra Tax software to efficiently manage tax preparation tasks and maintain proper documentation.<br>• Collaborate with team members to address discrepancies and provide solutions in a timely manner.<br>• Deliver high-quality customer service by responding to client inquiries and resolving tax-related concerns.<br>• Ensure compliance with all relevant tax regulations and deadlines.<br>• Work closely with senior staff to verify tax returns before final approval and submission.<br>• Maintain organized records and update client files as necessary.<br>• Stay informed about changes in tax laws to ensure accurate application during tax preparation.<br>• Assist in managing workflow during peak tax season to meet firm deadlines.<br>• Contribute to process improvement by identifying opportunities for greater efficiency in tax preparation procedures.
We are looking for a skilled Tax Preparer to join our team on a contract basis in Chicago, Illinois. The ideal candidate will possess expertise in preparing various types of tax returns, including corporate, individual, partnership, and fiduciary filings. This role requires proficiency in tax preparation software and a strong understanding of tax regulations to ensure accurate and efficient processing.<br><br>Responsibilities:<br>• Prepare a variety of tax returns, including corporate, individual, partnership, and fiduciary filings.<br>• Utilize tax preparation software such as CCH ProSystem Fx and Lacerte to complete tax forms efficiently.<br>• Analyze financial data to ensure compliance with relevant tax laws and regulations.<br>• Review and verify information provided by clients to ensure accuracy in tax filings.<br>• Collaborate with clients to gather necessary documentation and address any questions or concerns.<br>• Stay updated on changes in tax laws and policies to maintain compliance and provide accurate services.<br>• Manage multiple tax preparation projects simultaneously while meeting deadlines.<br>• Conduct thorough reviews of completed tax returns to identify and resolve discrepancies.<br>• Provide guidance and recommendations to clients regarding tax-saving strategies and compliance requirements.
We are looking for a skilled Tax Preparer to join our team on a contract basis during the busy tax season. This part-time, on-site role is based in San Mateo, California, and requires flexibility with hours fluctuating between 15 and 30 per week, depending on workload. The ideal candidate will have proven expertise in tax preparation and a strong understanding of Ultra Tax or similar software.<br><br>Responsibilities:<br>• Prepare accurate and timely federal, state, and local tax returns for individuals and small businesses.<br>• Review financial records to ensure completeness and compliance with tax regulations.<br>• Communicate with clients to collect necessary information and address tax-related inquiries.<br>• Stay informed about changes in tax laws and apply updates to preparation processes.<br>• Handle sensitive client financial data with the utmost confidentiality and professionalism.<br>• Deliver exceptional client service throughout the tax preparation process.<br>• Utilize Ultra Tax software or comparable programs to optimize efficiency.<br>• Identify potential tax-saving opportunities and provide recommendations to clients.<br>• Collaborate with team members to ensure accuracy and consistency in tax filings.
<p>We are looking for an experienced Tax Preparer to join our team on a contract basis in the Crafton/Greentree area, Pennsylvania. This seasonal role offers an exciting opportunity to showcase your expertise in individual tax preparation while working in a detail-oriented and collaborative environment. The position is for the duration of the busy tax season and provides a chance to contribute with competitive pay.</p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate and timely individual tax returns in compliance with relevant regulations and standards.</p><p>• Utilize Relevant Tax Software to effectively manage and process tax documents.</p><p>• Review client-provided information to ensure completeness and accuracy of tax filings.</p><p>• Identify potential deductions, credits, and tax-saving opportunities for clients.</p><p>• Consult with clients to gather necessary financial data and address tax-related concerns.</p><p>• Stay updated on current tax laws and changes that may impact individual filings.</p><p>• Collaborate with team members to handle complex tax scenarios and ensure high-quality service.</p><p>• Resolve discrepancies and provide clear explanations regarding tax computations.</p><p>• Maintain confidentiality and secure handling of sensitive client information.</p><p>• Ensure all deadlines are met during the busy tax season.</p>
<p>We are looking for an experienced Tax Preparer to join our team on a contract basis in Nampa, Idaho. This role focuses on supporting clients by coordinating tax-related activities and ensuring seamless communication between clients and the tax team. The ideal candidate combines organizational skills with a strong understanding of tax processes to deliver accurate and timely solutions.</p><p><br></p><p>Responsibilities:</p><p>• Gather and organize documents needed for the preparation of income tax returns.</p><p>• Respond promptly to client inquiries and requests, ensuring clear and thorough communication.</p><p>• Maintain and update electronic client files, tracking received documents and identifying outstanding information.</p><p>• Follow up effectively on client issues to ensure timely resolution.</p><p>• Schedule and manage appointments, keeping all parties informed of any changes or updates.</p><p>• Collaborate with the Tax Supervisor to provide updates on project and client status.</p><p>• Assist with the preparation and filing of tax extensions.</p><p>• Coordinate administrative tasks to support the tax team in delivering exceptional service.</p>
<p>We are looking for a skilled Tax Preparer to join our team on a contract basis in LaVista, Nebraska. In this role, you will focus on preparing individual tax returns with precision and efficiency. This position offers an excellent opportunity to utilize your tax expertise and software skills in a detail-oriented CPA firm environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual tax returns to ensure accuracy and compliance with current tax regulations.</p><p>• Utilize Lacerte Tax software to efficiently manage tax preparation tasks and maintain organized records.</p><p>• Analyze financial information to identify potential tax-saving opportunities for clients.</p><p>• Communicate with clients to gather necessary documentation and address any questions or concerns.</p><p>• Ensure all tax filings are completed and submitted by established deadlines.</p><p>• Stay updated on changes in tax laws and regulations to provide accurate services.</p><p>• Collaborate with team members to resolve complex tax-related issues.</p><p>• Maintain confidentiality and adhere to ethical standards while handling sensitive client information.</p>
We are looking for an experienced Tax Preparer to join our team on a contract basis during the upcoming tax season. This role is based in Palo Alto, California, and offers an opportunity to contribute your expertise to a fast-paced environment. The position requires proficiency in tax preparation, computer literacy, and familiarity with relevant software tools.<br><br>Responsibilities:<br>• Prepare individual federal and California state income tax returns accurately and efficiently.<br>• Utilize Intuit Lacerte Tax software to process and file tax documents.<br>• Organize and manage incoming tax documents, ensuring all required forms are accounted for and properly categorized.<br>• Assist with the intake process for tax-related materials, identifying and compiling essential documentation.<br>• Apply detailed knowledge of Federal and California tax regulations to ensure compliance.<br>• Maintain organized records and documentation to streamline the preparation process.<br>• Use Thomson Reuters SurePrep software to enhance workflow and accuracy.<br>• Communicate effectively with clients and team members to address questions and clarify requirements.<br>• Manage workloads during peak tax season, ensuring punctual and precise delivery of services.
We are looking for an experienced Tax Preparer to join our team on a contract basis in Camarillo, California. In this role, you will assist clients with individual tax return preparation, ensuring compliance and accuracy in all filings. This position requires a strong understanding of tax regulations and the ability to work efficiently with specialized software.<br><br>Responsibilities:<br>• Prepare and file individual tax returns in compliance with federal and state regulations.<br>• Review financial documents and ensure accuracy in reporting.<br>• Utilize Lacerte Tax Software to complete tax preparation tasks efficiently.<br>• Provide expert guidance to clients regarding tax regulations and potential deductions.<br>• Analyze client information to identify opportunities for tax savings.<br>• Maintain confidentiality and handle sensitive financial information responsibly.<br>• Stay updated on changes in tax laws and regulations to ensure accurate filings.<br>• Collaborate with team members to address complex tax scenarios.<br>• Communicate effectively with clients to gather necessary documentation and clarify inquiries.
<p>We are looking for a highly motivated Tax Preparer to join our client in San Ramon, California. This position offers an excellent opportunity to work in a boutique accounting firm, where you will contribute to diverse tax preparation projects and build long-term expertise in the field. As this role is contract to permanent, it provides the chance to transition into a regular position with competitive benefits.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare individual, business, and fiduciary tax returns with accuracy and attention to detail.</p><p>• Develop income tax projections and create estimated tax payment vouchers.</p><p>• Conduct audits and assist in resolving issues with federal and state taxing authorities.</p><p>• Perform thorough research on tax-related matters to provide expert recommendations.</p><p>• Communicate effectively with clients and tax authorities to address inquiries and resolve concerns.</p><p>• Utilize software tools like Intuit ProSeries and QuickBooks Online to streamline tax preparation processes.</p><p>• Collaborate with team members to ensure high-quality client services.</p><p>• Assist in preparing partnership and S corporation tax returns.</p><p>• Support ongoing compliance with federal and state tax regulations.</p>
<p>We are looking for a skilled Tax Preparer to join our team in Chicago, Illinois. In this contract to permanent position, you will play a key role in assisting clients with their tax preparation needs while ensuring compliance with regulations. This opportunity is ideal for professionals who excel in individual tax returns and are proficient in tax preparation software.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file individual tax returns, including 1040, S-Corp, and C-Corp forms.</p><p>• Ensure all tax documents comply with federal and state regulations.</p><p>• Utilize tax software, Ultra Tax for accurate and efficient processing.</p><p>• Collaborate with clients to gather necessary financial information and documentation.</p><p>• Provide thorough reviews of completed tax returns to identify and rectify any discrepancies.</p><p>• Stay updated on changes in tax laws and regulations to ensure compliance.</p><p>• Offer guidance and support to clients regarding tax-related queries.</p><p>• Maintain organized records of all tax-related documents and filings.</p><p>• Work effectively under deadlines to ensure timely submission of tax returns.</p>
<p>Our company is seeking an experienced Tax Preparer for the tax season with a strong background in individual and business tax return preparation, specifically utilizing ProSeries tax software. The ideal candidate will be detail-oriented, possess up-to-date knowledge of federal and state tax regulations, and demonstrate the ability to manage multiple client engagements efficiently during high-volume periods. </p><p><br></p><p>Key Responsibilities: </p><p><br></p><ul><li>Prepare and review individual, partnership, and corporate tax returns using ProSeries tax software. </li><li>Analyze financial information to accurately determine tax liabilities, deductions, and credits. </li><li>Ensure compliance with all federal, state, and local tax regulations and filing requirements. </li><li>Communicate with clients to gather essential tax documentation, resolve inquiries, and explain complex tax matters in a client-friendly manner. </li><li>Conduct quality checks on completed returns and assist with tax planning strategies throughout the year. </li><li>Stay current on changes in tax laws and regulations to ensure accuracy and compliance. </li><li>Maintain strict confidentiality of all client and firm information.</li></ul>
<p>We are looking for a skilled Tax Preparer to join our team in Bangor, Maine, on a contract basis. This role involves handling tax preparation tasks for individuals and businesses, ensuring accuracy and compliance with current regulations. The position offers flexibility in hours, with opportunities for in-office work.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file individual tax returns with precision and attention to detail.</p><p>• Handle S Corporation tax returns and ensure compliance with relevant regulations.</p><p>• Utilize CCH ProSystem FX software to efficiently manage tax preparation tasks.</p><p>• Review financial documents and identify discrepancies or areas that require clarification.</p><p>• Collaborate with team members to ensure deadlines are met during peak tax season.</p><p>• Provide guidance to clients regarding tax-related questions or concerns.</p><p>• Maintain up-to-date knowledge of tax laws and regulations to ensure accuracy.</p><p>• Ensure all documentation is properly organized and filed for future reference.</p><p>• Assist with overflow tax preparation tasks during the busy season.</p><p>• Deliver high-quality service to clients in both remote and in-office settings.</p>
We are looking for an experienced Tax Preparer to join our team on a contract basis in Monroe, Michigan. This role will primarily focus on preparing individual tax returns, including self-employed filings, with an emphasis on 1040 forms. The position offers an excellent opportunity to apply your expertise in tax preparation while working with Ultra Tax software.<br><br>Responsibilities:<br>• Prepare accurate and timely individual tax returns, including self-employed filings and 1040 forms.<br>• Manage a high volume of tax returns efficiently during the tax season.<br>• Utilize Ultra Tax software to ensure compliance and precision in all tax filings.<br>• Review and analyze financial documents for accuracy and completeness.<br>• Stay updated on tax laws and regulations to provide accurate tax guidance.<br>• Collaborate with team members to ensure smooth workflow and meet deadlines.<br>• Assist clients with tax-related inquiries and provide exceptional customer service.<br>• Maintain confidentiality and security of sensitive financial information.<br>• Ensure all tax filings comply with federal and state regulations.<br>• Identify opportunities for clients to optimize their tax situations.
<p>We are looking for a skilled Tax Preparer to join our team in Kaneohe, Hawaii, on a contract basis. This position involves preparing individual income tax returns using Ultra Tax or similar tax software, ensuring accuracy and compliance with regulations. The role requires on-site work and may include overtime during peak tax season. To apply for this role, please call us at 808-531-8056. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.</p><p><br></p><p>Responsibilities:</p><p>• Prepare individual income tax returns accurately and efficiently using Ultra Tax software or comparable programs.</p><p>• Review financial documents and ensure compliance with applicable tax laws and regulations.</p><p>• Collaborate with a team to handle a high volume of tax returns during the busy season.</p><p>• Maintain up-to-date knowledge of tax codes and industry practices to provide accurate advice.</p><p>• Communicate effectively with clients to clarify tax-related questions and gather necessary documentation.</p><p>• Work scheduled hours Monday through Friday, with additional hours and Saturday shifts during peak periods.</p><p>• Ensure adherence to health and safety protocols, including vaccination and mask requirements.</p><p>• Organize data entry tasks and maintain records for all completed tax returns.</p><p>• Provide support to team members and assist with training on tax software, as needed.</p><p>• Utilize office resources, including lunchroom facilities, and maintain an organized and efficient environment.</p>
<p>Join our client's team in San Diego,CA as a Tax Preparer! We’re looking for a talented professional who enjoys delvering accurate tax solutions and exceptional client service. If you thrive in detail-oriented environments and are ready to advance your tax career, we want to hear from you.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare federal, state, and local tax returns for individuals and businesses</li><li>Review financial records and documents to ensure compliance</li><li>Advise clients on tax planning strategies and potential deductions</li><li>Stay current on relevant tax laws and regulations</li><li>Maintain organized and confidential records</li><li>Communicate effectively with clients to resolve any questions or concerns</li></ul><p><br></p>
We are looking for an experienced Tax Preparer to join our team in Long Beach, California. In this Contract to permanent position, you will play a key part in delivering accurate and timely tax preparation services, ensuring compliance with regulatory standards. This role offers an opportunity to utilize your expertise in tax preparation software and accounting systems.<br><br>Responsibilities:<br>• Prepare and review tax returns for individuals, businesses, and other entities, ensuring accuracy and compliance.<br>• Utilize Lacerte tax software to efficiently manage tax preparation processes.<br>• Handle bookkeeping tasks and financial data entry using QuickBooks.<br>• Collaborate with clients to gather necessary financial information and address tax-related inquiries.<br>• Research and apply tax laws and regulations to ensure proper filing and compliance.<br>• Perform calculations for allowances, deductions, and other financial adjustments.<br>• Maintain organized records of tax documents and financial transactions.<br>• Provide excellent customer service by responding to client questions and concerns promptly.<br>• Stay updated on changes in tax laws and accounting practices to enhance service quality.<br>• Work closely with team members to meet deadlines and achieve organizational goals.
<p>We are looking for a skilled candidate to join our client's team on a contract basis as an Entry-Level Tax Preparer in Portland, Oregon. In this role, you will assist clients with their individual tax return processes, ensuring accuracy and compliance with regulations. If you have accounting or finance experience, and an interest in tax preparation we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Utilize Lacerte Tax software to efficiently complete tax filings and manage client data.</p><p>• Stay updated on current tax laws and regulations to ensure compliance in all tax preparation activities.</p><p>• Organize and maintain client records, ensuring confidentiality and proper documentation.</p><p>• Collaborate with team members to address complex tax situations and provide solutions.</p><p>• Communicate effectively with clients to gather necessary information and ensure deadlines are met.</p><p>• Verify tax data and calculations to identify and correct discrepancies.</p>
<p>We are looking for a skilled Tax Preparer to join our team in Vista, California. This is a long-term contract opportunity, ideal for someone with experience in handling individual tax returns and assisting clients with various tax-related needs. The role involves working directly with clients to ensure accurate tax preparation and compliance.</p><p><br></p><p>Responsibilities:</p><p>• Prepare individual tax returns, including 1040s, W-2s, and investment-related filings.</p><p>• Manage a portfolio of 400 clients, ensuring timely and accurate service.</p><p>• Conduct client appointments daily to gather necessary information and provide tax advice.</p><p>• Utilize TaxAct software to complete tax filings efficiently.</p><p>• Ensure compliance with federal and state tax regulations, including California-specific credits and deductions.</p><p>• Collaborate with a team to meet client demands during tax season.</p><p>• Review and analyze financial documents to accurately calculate taxable income.</p><p>• Provide guidance to clients on potential deductions and credits applicable to their financial situation.</p><p>• Maintain up-to-date knowledge of tax laws and changes that may impact client filings.</p>
<p>We are looking for an experienced <strong><em>Tax Preparer </em></strong>to join a local CPA firm on a contract basis in Honolulu, Hawaii. In this role, you will utilize your expertise to assist with individual tax returns and ensure accurate and timely filing for clients. This position is ideal for someone with a strong background in tax preparation and familiarity with <strong>UltraTax CS software</strong>. Up to 32 hours per week.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual tax returns, focusing on Form 1040 filings.</p><p>• Collaborate with managers to provide support and expertise in tax preparation tasks.</p><p>• Utilize UltraTax CS software to complete tax-related data entry and calculations.</p><p>• Ensure compliance with all relevant tax laws and regulations.</p><p>• Analyze financial data and documentation to determine tax obligations.</p><p>• Communicate with clients to gather necessary tax information and clarify details.</p><p>• Maintain organized records and documentation for all tax filings.</p><p>• Provide recommendations to clients for tax-saving strategies and financial planning.</p><p>• Stay updated on changes in tax laws and software features to enhance accuracy and efficiency.</p>
We are looking for a skilled and detail-oriented Tax Preparer to join our team in Hartford, Wisconsin. In this role, you will handle tax preparation for individuals and small businesses, ensuring compliance with current regulations while delivering exceptional client service. This position offers an opportunity to contribute to clients' financial success through accurate and efficient tax solutions.<br><br>Responsibilities:<br>• Prepare federal and state tax returns for individuals, small businesses, partnerships, and S corporations.<br>• Organize and analyze clients' financial records to ensure all relevant information is included in tax filings.<br>• Identify opportunities for tax savings by leveraging deductions, credits, and other strategies.<br>• Stay updated on current tax laws and apply them effectively to ensure compliance.<br>• Communicate with clients to resolve queries and provide clear explanations of tax-related matters.<br>• Assist with tax planning services and offer year-round support to clients.<br>• Maintain thorough documentation and organized client files for future reference and audits.
We are looking for a detail-oriented Tax Preparer to join our team in Pleasantville, New York. In this role, you will handle a variety of tax preparation tasks, including federal and state filings, ensuring compliance with regulations and accuracy in reporting. This position requires strong analytical skills, the ability to work with complex financial data, and collaboration with clients and team members.<br><br>Responsibilities:<br>• Prepare accurate federal and state tax returns for S corporations, partnerships, trusts, estates, and other entities.<br>• File payroll and sales taxes, including reconciling accounts and ensuring proper reporting.<br>• Review disorganized or incomplete financial records, performing reconciliations using tools like QuickBooks Desktop and other client systems.<br>• Analyze K-1 forms from multi-level entities, ensuring correct allocation for state and local taxes.<br>• Offer expert advice on special transactions, such as sales, distributions, and elections.<br>• Solve complex financial problems by employing critical thinking and practical solutions.<br>• Collaborate with clients and team members to gather essential information and clarify financial records.<br>• Utilize intermediate Excel skills for financial analysis and reporting.<br>• Prepare quarterly estimated tax payments and property tax declarations across multiple states.<br>• Handle tax filings for various state jurisdictions, ensuring compliance with unique requirements.
<p>We are looking for an experienced Tax Preparer to join our team in Slidell, Louisiana. In this long-term contract position, you will play a vital role in assisting clients with their individual tax preparation needs. Your expertise in tax regulations and proficiency with Lacerte Tax software will be key to ensuring accuracy and compliance.</p><p><br></p><p>Responsibilities:</p><p>• Prepare individual tax returns with precision and attention to detail.</p><p>• Analyze financial documents and ensure compliance with tax regulations.</p><p>• Provide guidance to clients regarding deductions, credits, and tax-saving opportunities.</p><p>• Utilize Lacerte Tax software to streamline tax preparation processes.</p><p>• Collaborate with clients to gather necessary documentation and clarify discrepancies.</p><p>• Stay up to date with changes in tax laws and implement them effectively.</p><p>• Identify and resolve tax-related issues to minimize errors and penalties.</p><p>• Maintain confidentiality of sensitive client information.</p><p>• Offer personalized solutions to address unique tax needs.</p><p>• Ensure timely submission of tax returns to meet deadlines.</p>
We are looking for a skilled Tax Preparer to join our team on a long-term contract basis in Utica, New York. This role involves preparing accurate tax returns for individuals and businesses while ensuring compliance with federal, state, and local regulations. The ideal candidate will bring experience in using tax software and have a keen eye for detail to deliver exceptional service to clients.<br><br>Responsibilities:<br>• Prepare and file individual and business tax returns in accordance with applicable regulations.<br>• Analyze financial documents to identify eligible deductions, credits, and other tax-saving opportunities.<br>• Respond to client inquiries and provide clear explanations regarding tax matters.<br>• Ensure all tax documents are accurate and complete before submission.<br>• Utilize tax software, including Lacerte, to streamline the preparation process.<br>• Maintain confidentiality and security of sensitive financial information.<br>• Stay updated on changes to tax laws and regulations to ensure compliance.<br>• Collaborate with clients to gather necessary financial data and documentation.<br>• Conduct reviews of completed tax returns to verify accuracy and compliance.<br>• Advise clients on tax planning strategies to optimize their financial outcomes.
