Seasonal Tax Preparer: Returns, Deductions & Client Support

CLA (CliftonLarsonAllen); Quincy (MA); On-site; USD 39,000 - 61,000; Full time

Benefits offered by this job

Wellness at CLA

Job summary

CLA is seeking to hire an experienced Seasonal Tax Preparer to join our talented tax team in Massachusetts. The role involves preparing tax returns for individuals, businesses, trusts, or estates, helping clients comply with tax laws and regulations while minimizing liabilities and maximizing tax savings.

In this role you’ll handle 1040 forms, advise on deductions and credits, collect and organize tax documents, and communicate with clients to provide guidance.

Qualifications

• 1 year of relevant experience in tax return preparation preferred
• High School Diploma or equivalent required.
• Associates degree preferred.

Responsibilities

• Tax Preparation: Prepare 1040 forms for individual income tax returns and file electronically or by mail; maintain records; ensure compliance with federal/state/local tax laws.
• Consultation: Calculate liabilities and refunds; identify deductions, credits, or exemptions; perform reviews and tax research as needed; maintain technical tax skills.
• Administrative: Collect and organize tax documents; enter data into tax preparation software.
• Client Management: Communicate with clients to answer questions and provide guidance; record billable time for invoicing.

Education

High School Diploma or equivalent

Associates degree

Job description

CLA is seeking to hire an experienced Seasonal Tax Preparer to join our talented tax team in Massachusetts. The role involves preparing tax returns for individuals, businesses, trusts, or estates, helping clients comply with tax laws and regulations while minimizing liabilities and maximizing tax savings.

In this role you’ll handle 1040 forms, advise on deductions and credits, collect and organize tax documents, and communicate with clients to provide guidance.