Tax Preparer

Trailhead CPA; Emmetsburg (IA); Presencial; USD 60.000 - 85.000; Jornada completa

Descripción de la vacante

Trailhead CPA is seeking a tax professional to prepare individual, small-business, trust, and estate tax returns and to manage client relationships through filing season.

You will review documents, perform tax research, verify data, and coordinate with senior preparers. The role emphasizes accuracy, meeting deadlines, and effective client communication within a small firm setting.

Formación

• 3+ years of tax preparation experience.
• Tax coursework or equivalent training.
• AFSP Record of Completion.
• Enrolled Agent designation.
• Experience with tax software and tax research.
• Knowledge of individual taxation, business taxation, and IRS filing procedures.
• Proficiency with Microsoft Excel.
• Strong attention to detail, client communication, and time management skills.

Responsabilidades

• Prepare individual, small-business, trust, and estate tax returns.
• Review client documents for completeness and accuracy.
• Conduct periodic client consultations and manage end-to-end client relationships.
• Research tax issues and apply relevant tax regulations and filing procedures.
• Verify tax data and resolve discrepancies before submission.
• Maintain organized tax records and supporting documentation.
• Manage deadlines and mixed-complexity workloads during filing season.
• Use multiple tax preparation software systems and coordinate completed returns for senior preparer review.

Conocimientos

Attention to detail

Client communication

Time management

Educación

Enrolled Agent designation

IRS AFSP Record of Completion

Herramientas

Microsoft Excel

Descripción del empleo

Job Description

Job Description

Prepare accurate individual, small-business, trust, and estate tax returns while supporting clients through periodic consultations or end-to-end relationship management. This role reviews documentation, conducts tax research, verifies data, and manages mixed-complexity returns during filing season using multiple tax software systems. Completed returns are reviewed by a senior tax preparer before filing.

Responsibilities

• Prepare individual, small-business, trust, and estate tax returns.
• Review client documents for completeness and accuracy.
• Conduct periodic client consultations and manage end-to-end client relationships.
• Research tax issues and apply relevant tax regulations and filing procedures.
• Verify tax data and resolve discrepancies before submission.
• Maintain organized tax records and supporting documentation.
• Manage deadlines and mixed-complexity workloads during filing season.
• Use multiple tax preparation software systems and coordinate completed returns for senior preparer review.

Preferred Qualifications

• Three or more years of tax preparation experience.
• Tax preparation coursework or equivalent training.
• IRS Annual Filing Season Program Record of Completion.
• Enrolled Agent designation.
• Experience with tax preparation software and tax research.
• Knowledge of individual taxation, business taxation, and IRS filing procedures.
• Proficiency with Microsoft Excel.
• Strong attention to detail, client communication, and time management skills.