Job Description: US Tax Preparer
Responsibilities:
- Prepare and review US individual and business tax returns (Forms 1040, 1065, 1120, 1120S, etc.).
- Ensure compliance with IRS regulations and applicable tax laws.
- Maintain and manage accurate financial records using QuickBooks and Xero.
- Analyze financial statements and identify tax-saving opportunities for clients.
- Stay updated with latest tax laws, credits, and deductions to maximize client benefits.
- Work closely with clients to gather required financial data and documentation.
- Assist in tax planning strategies for individuals and businesses.
- Handle tax notices, audits, and respond to IRS and state tax authorities.
- Ensure all tax filings are accurate and submitted on time.
- Collaborate with internal teams to optimize workflows and client service.
Other Requirements:
- Minimum 2+ years of experience as a US Tax Preparer.
- Proficiency in QuickBooks and Xero for bookkeeping and financial management.
- Strong knowledge of US tax codes, IRS regulations, and GAAP.
- Experience with tax preparation software such as Drake, Lacerte, or UltraTax.
- Excellent analytical and problem-solving skills.
- Ability to work independently and meet deadlines.
- Strong written and verbal communication skills.
- EA (Enrolled Agent) or CPA certification is a plus.
- Bachelor’s degree in Accounting, Finance, or a related field.