Tax Preparer

Description We are looking for a Tax Preparer to support individual income tax engagements in California. This Long-term Contract opportunity is ideal for someone who can manage returns accurately, communicate clearly with clients, and maintain high standards of compliance throughout the filing process. The role focuses on preparing personal tax documents, reviewing financial information for completeness, and using tax software to deliver timely, reliable results.

Responsibilities:
• Prepare individual income tax returns by analyzing client financial records, tax documents, and supporting information for accuracy and completeness.
• Review source materials such as wage statements, investment summaries, and deduction documentation to identify filing needs and potential issues.
• Enter and validate tax data in Lacerte Tax Software while maintaining organized records and minimizing preparation errors.
• Communicate with clients to request missing information, clarify ...