Tax Preparer

Job Description

Job Description

We are looking for an experienced Tax Preparer to join our team in Dallas, Texas. This Contract position offers an exciting opportunity to work in a dynamic environment, managing key tax processes and supporting both clients and detail-focused staff. The ideal candidate will have strong organizational skills and a passion for delivering high-quality work.

Responsibilities :

• Manage the complete process of tax returns, including electronic filing, assembly, and delivery of returns, extensions, and estimates.
• Monitor and maintain the firm's e-filing system to ensure timely and accurate submissions.
• Utilize and oversee workflow management software to run due date lists and generate operational reports.
• Organize client documents digitally and physically, ensuring proper scanning, saving, and categorization of workpapers.
• Support client onboarding and offboarding processes, ensuring smooth transitions within the system.
• Act as an administrative partner to detail-focused staff by preparing correspondence, editing invoices, and generating accounts receivable reports.
• Manage office operations, including inventory control for supplies, scheduling meetings, and coordinating IT support.
• Organize and coordinate office events and assist with special projects to enhance firm culture.
• Proven experience in individual tax preparation and processing.
• Proficiency in tax software, particularly Lacerte Tax Software.
• Strong organizational skills and attention to detail.
• Ability to manage multiple tasks effectively and meet deadlines.
• Excellent communication and interpersonal skills.
• Familiarity with workflow management systems is preferred.
• Knowledge of tax regulations and filing procedures.
• Ability to work collaboratively in a team environment focused on attention to detail.