Tax Preparer

Ledgent; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Job summary

A finance and accounting services firm is seeking a highly skilled Tax Preparer for a full-time contract role in Atlanta, Georgia. The successful candidate will prepare and file complex tax returns, assist with tax planning, and utilize accounting software such as CCH and QuickBooks. Applicants should have over 7 years of experience in a CPA firm and a Bachelor's degree in Accounting or Finance. This role emphasizes detail orientation and strong collaborative skills.

Qualifications

• 7+ years of experience preparing complex individual income tax returns.
• Experience in a CPA firm environment.
• Experience with book-to-tax adjustments preferred.

Responsibilities

• Prepare and file complex individual and business tax returns.
• Assist clients with tax planning and projections.
• Utilize accounting software for preparing returns.

Skills

Preparing individual and business tax returns

Tax planning and projections

CCH Axcess / ProSystem

QuickBooks

Resolving client tax issues

Collaborative mindset

Education

Bachelor's degree in Accounting, Finance, or related field

EA or CPA designation

Tools

CCH Axcess / ProSystem

QuickBooks

Job description

Ledgent Finance & Accounting's client is currently seeking a highly skilled and detail-oriented Tax Preparer for a full-time contract role thru May or June.

Responsibilities

• Prepare and file complex individual and business tax returns, including forms for corporations, S-corps, partnerships, and LLCs.
• Assist clients with tax planning, projections, and strategic guidance.
• Utilize accounting software CCH and QuickBooks to prepare returns and maintain client documentation.
• Resolve client tax issues at both federal and state levels.
• Communicate effectively with clients via email, phone, Zoom, or Teams, ensuring clarity and professionalism.

Qualifications

• 7+ years of experience preparing complex individual income tax returns (1040s, all schedules) and estates and trusts (1041) in a CPA firm environment.
• Bachelor's degree in Accounting, Finance, or related field required; EA or CPA designation strongly preferred.
• Prior experience with Tax Preparation for small to mid sized companies >$50M
• Experience with book-to-tax adjustments is highly preferred.
• Must be proficient with CCH Axcess / ProSystem and QuickBooks.
• Self-motivated, detail-oriented, and strong collaborative mindset.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.