Tax Preparer

Jobot; Montgomery (OH); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Professional development and training

Supportive team environment

Opportunities for advancement

Exposure to diverse tax situations

Flexible or hybrid scheduling

Job summary

Jobot is seeking a Tax Preparer in Montgomery, OH to prepare and review individual and business tax returns, gather financial information, and ensure filings are accurate and on time.

The ideal candidate has 2+ years of tax return experience, strong attention to detail, and familiarity with tax software such as UltraTax, ProSeries, Lacerte, Drake, or CCH Axcess. On-site role with competitive compensation.

Qualifications

• 2+ years of experience preparing individual and/or business tax returns.
• Bachelor's degree in Accounting, Finance, Business, or related field preferred, but relevant experience may be considered.
• Knowledge of federal and state tax regulations.
• Experience with tax preparation software such as UltraTax, ProSeries, Lacerte, Drake, CCH Axcess, or similar platforms is a plus.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare federal, state, and local tax returns for individuals, businesses, partnerships, S corporations, and other entities.
• Collect, organize, and review client financial documents and tax information.
• Identify potential deductions, credits, and tax-saving opportunities.
• Review tax returns for accuracy, completeness, and compliance with applicable tax laws.
• Research tax issues and assist with resolving tax-related questions.
• Communicate with clients to obtain missing information and clarify financial or tax-related matters.
• Assist with tax planning and projections as needed.
• Respond to notices and correspondence from the IRS and state taxing authorities.
• Maintain organized and accurate client files and documentation.
• Stay current on changes to federal and state tax laws, regulations, and filing requirements.
• Meet established deadlines during tax season and throughout the year.
• Work collaboratively with accountants, CPAs, and other members of the tax team.

Skills

Attention to detail

Organizational skills

Communication skills

Analytical thinking

Education

Bachelor's degree in Accounting/Finance/Business

Tools

UltraTax

ProSeries

Lacerte

Drake

CCH Axcess

Job description

Tax Preparer

$85000 - $100000 per year | Montgomery, OH | On-site | Permanent

A bit about us:

We are seeking a detail-oriented and motivated Tax Preparer to join our accounting and tax team. This position is responsible for preparing and reviewing individual and business tax returns, gathering and analyzing financial information, and ensuring tax filings are accurate, complete, and submitted on time.

The ideal candidate has strong attention to detail, a solid understanding of tax regulations, and the ability to manage multiple client engagements while providing excellent service.

Why join us?

• Competitive compensation
• Comprehensive benefits package
• Professional development and training opportunities
• Supportive team environment
• Opportunities for advancement
• Exposure to a diverse range of clients and tax situations
• Potential for flexible or hybrid scheduling, depending on business needs

Job Details

Key Responsibilities:

• Prepare federal, state, and local tax returns for individuals, businesses, partnerships, S corporations, and other entities.
• Collect, organize, and review client financial documents and tax information.
• Identify potential deductions, credits, and tax-saving opportunities.
• Review tax returns for accuracy, completeness, and compliance with applicable tax laws.
• Research tax issues and assist with resolving tax-related questions.
• Communicate with clients to obtain missing information and clarify financial or tax-related matters.
• Assist with tax planning and projections as needed.
• Respond to notices and correspondence from the IRS and state taxing authorities.
• Maintain organized and accurate client files and documentation.
• Stay current on changes to federal and state tax laws, regulations, and filing requirements.
• Meet established deadlines during tax season and throughout the year.
• Work collaboratively with accountants, CPAs, and other members of the tax team.

Qualifications:

• 2+ years of experience preparing individual and/or business tax returns preferred.
• Bachelor's degree in Accounting, Finance, Business, or a related field preferred, but relevant experience may be considered.
• Knowledge of federal and state tax regulations.
• Experience with tax preparation software such as UltraTax, ProSeries, Lacerte, Drake, CCH Axcess, or similar platforms is a plus.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to handle confidential financial information professionally.
• Strong analytical and problem-solving abilities.
• Ability to prioritize multiple assignments and meet deadlines.
• Proficiency with Microsoft Excel and other accounting software.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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