Senior Tax Preparer

Cocpa; Evergreen (CO); On-site; USD 65,000 - 90,000; Full time

Job summary

Cocpa in Evergreen, CO is seeking a detail‑driven tax professional to review ledgers, prepare federal and state returns (1040, 1041, 1065, 1120-S, 1120), and assemble schedules and payments.

You will manage multiple client projects during tax season, communicate clearly with clients and team, and help continually improve the quality and efficiency of our tax‑preparation process.

Qualifications

• Bachelor’s degree in accounting or related field required or equivalent experience.
• CPA or EA certification strongly preferred or in progress.
• Experience with Lacerte and QuickBooks is essential.

Responsibilities

• Review general ledgers and financial statements to identify discrepancies.
• Prepare federal and state tax returns (1040, 1041, 1065, 1120-S, 1120).
• Prepare supporting schedules, tax payments, and related reports.
• Identify potential tax issues and opportunities.
• Maintain accurate electronic records and document concerns or deficiencies.
• Manage multiple client projects and deadlines during tax season.
• Communicate effectively with clients and team members.
• Help us continually improve the quality and efficiency of our tax preparation process.

Skills

Tax preparation

Attention to detail

Time management

Communication skills

Independent worker

Team collaboration

CPA/EA preferred

Education

Bachelor’s degree in Accounting, Business, or related field

CPA or Enrolled Agent (EA)

Tools

Lacerte

QuickBooks Online

QuickBooks Desktop

Excel

Job description

• Review general ledgers and financial statements and identify discrepancies or necessary adjustments
• Prepare accurate federal and state tax returns, including:
  
  • Form 1040 – Individuals
  • Form 1041 – Trusts & Estates
  • Form 1065 – Partnerships
  • Form 1120-S – S Corporations
  • Form 1120 – C Corporations
• Prepare supporting schedules, tax payments, and related reports
• Identify potential tax issues and opportunities
• Maintain accurate electronic records and document concerns or deficiencies
• Manage multiple client projects and deadlines during tax season
• Communicate effectively with clients and team members
• Help us continually improve the quality and efficiency of our tax preparation process

Preferred Skills & Experience

• Strong experience preparing individual, business, and trust tax returns
• Strong understanding of accounting principles and tax procedures
• Excellent attention to detail
• Strong organizational and time-management skills
• Ability to work independently while also being a collaborative team member
• Comfortable managing multiple deadlines in a fast-paced tax-season environment
• Strong work ethic and commitment to producing high-quality work
• Professional and comfortable communicating with clients and colleagues
• Experience with Lacerte
• Experience with QuickBooks Online and QuickBooks Desktop
• Strong working knowledge of Excel, Microsoft Office, email, and digital document management
• Bachelor’s degree in Accounting, Business, or a related field
• CPA or Enrolled Agent (EA)

Scheduling Expectations: Monday through Friday, 8:00 AM–5:00 PM, in-person.Overtime is required during tax season (January through April 15).