Tax Preparer Position
We are looking for a skilled Tax Preparer to join our team in Milpitas, California. This long-term contract position focuses on preparing accurate individual and business tax returns while ensuring compliance with federal and state regulations. The ideal candidate will have a solid background in tax preparation, proficiency with Intuit Lacerte, and a commitment to delivering high-quality work in a client-focused environment.
Responsibilities :
- Prepare and review individual and business tax returns, including forms 1040, 1120, 1120S, and 1065.
- Analyze financial data to ensure compliance with tax laws and regulations.
- Communicate with clients to address missing information, clarify discrepancies, and answer questions.
- Conduct tax research to stay updated on changes and apply them effectively.
- Maintain organized and thorough documentation for all tax filings.
- Collaborate with team members to meet deadlines and deliver accurate results.
- Safeguard client information by adhering to confidentiality protocols.
- Provide support during peak filing periods to manage a high volume of returns.
- Identify opportunities for tax savings and offer recommendations to clients.
- Ensure timely submission of all tax documents while maintaining accuracy.
Requirements :
Minimum of 3 years of experience in tax preparation, preferably with small to mid-sized accounting firms.Proficiency in Intuit Lacerte tax software is required.Strong understanding of individual and business tax regulations.Excellent organizational skills with the ability to manage multiple deadlines.Attention to detail and a commitment to accuracy.Effective communication and client service abilities.Ability to work onsite in Milpitas, California, Monday through Friday.Availability to work during the tax season from January to April.