We are seeking a detail-oriented Individual Tax Preparer to assist with preparing U.S. federal and state individual income-tax returns under the supervision of experienced tax professionals. The ideal candidate will have 1–3 years of practical experience in U.S. individual tax preparation, including working with Form 1040, organizing client tax documents, entering tax data, and identifying missing information or discrepancies for review.
Candidates are not required to hold a CPA or Enrolled Agent (EA) credential; however, hands-on experience with U.S. individual tax returns is essential.
Key Responsibilities
- Organize and review client tax documents, prior-year tax returns, tax organizers, and supporting information.
- Prepare and input tax-return data for federal Form 1040 and applicable state income-tax returns in accordance with firm procedures.
- Process common individual tax items, including wages, interest, dividends, retirement income, brokerage transactions, rental income, self-employment income, education expenses, and itemized deductions.
- Roll forward prior-year tax data and compare current-year information to identify changes, missing documents, and potential discrepancies.
- Reconcile source documents with tax-return entries and investigate inconsistencies.
- Identify missing information, unusual transactions, and potential tax issues, and prepare clear questions for clients or the review team.
- Prepare and maintain accurate workpapers with appropriate references to supporting documents.
- Address reviewer comments promptly, make required corrections, and document changes appropriately.
- Follow established procedures for tax software, electronic filing (e-file), quality control, and document management.
- Maintain the confidentiality and security of taxpayer information in accordance with firm policies.
- Collaborate with senior tax professionals to ensure accurate, complete, and timely tax-return preparation.
Required Qualifications
- 1–3 years of hands-on experience in U.S. individual tax preparation or tax-support services.
- Practical knowledge of Form 1040 preparation and common federal tax forms and schedules.
- Ability to review prior-year tax returns and identify significant changes, missing information, and potential issues.
- Familiarity with professional tax preparation software, such as CCH Axcess, ProSystem fx, UltraTax CS, Lacerte, Drake, ProSeries, or similar platforms.
- Basic understanding of U.S. federal and state individual income-tax rules and concepts.
- Strong attention to detail, organizational skills, and the ability to follow established review procedures.
- Proficiency in Microsoft Excel or Google Sheets for data organization, reconciliation, and tracking.
- Good written and verbal English communication skills, particularly when documenting questions and communicating with reviewers.
- Ability to manage deadlines and work extended or adjusted hours during the tax season, as required.
Preferred Qualifications
- Experience preparing state income-tax returns, including nonresident and part-year resident returns.
- Exposure to Schedule C (self-employment income), Schedule E (rental and pass-through income), Schedule D and Form 8949 (capital gains and losses), Schedule K-1 reporting, and estimated tax payments.
- Experience using tax organizers, secure document portals, electronic signatures, and e-file checklists.
- Previous seasonal experience at a U.S. CPA firm, accounting firm, or professional tax preparation practice.
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