Tax Preparer

Confidential; South Bend (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

Confidential is seeking a detail-oriented Tax Preparer to join our team in Indiana. You will prepare and file federal, state, and local returns for individuals and businesses, while ensuring compliance with tax laws and delivering excellent client service.

You will collect financial information, identify deductions and credits, and stay current on changes in tax regulations. Strong software proficiency and communication skills are essential during tax season.

Qualifications

• Associate's or Bachelor's degree in Accounting, Finance, Taxation, or a related field.
• Experience preparing individual and business tax returns.
• Strong knowledge of federal, state, and local tax regulations.
• Proficiency with tax preparation software such as UltraTax, Drake Tax, Lacerte, ProSeries, or similar.
• Strong analytical, organizational, and problem-solving skills.

Responsibilities

• Prepare and review individual (1040), corporate, partnership, and other tax returns.
• Collect, organize, and analyze client financial records and supporting documents.
• Ensure timely and accurate filing of federal, state, and local tax returns.
• Research tax regulations and apply current tax laws to client situations.
• Identify potential tax deductions, credits, and tax-saving opportunities.
• Communicate with clients regarding tax information, missing documentation, and filing requirements.
• Respond to IRS and state tax notices when necessary.
• Maintain accurate client records and documentation.
• Assist with tax planning strategies and year-round tax support.
• Stay current on changes in tax laws and regulations.

Skills

Analytical

Organizational skills

Problem solving

Communication skills

Attention to detail

Deadline management

Tax software

Multi-client handling

Education

Bachelor's degree in Accounting

Associate's degree in related field

Tools

UltraTax

Drake Tax

Lacerte

ProSeries

QuickBooks

Job description

We are seeking a detail-oriented and experienced Tax Preparer to join our team. The ideal candidate will be responsible for preparing and filing federal, state, and local tax returns for individuals and businesses while ensuring compliance with applicable tax laws and regulations. The Tax Preparer will work closely with clients to gather financial information, identify tax-saving opportunities, and provide excellent customer service.

Key Responsibilities

• Prepare and review individual (1040), corporate, partnership, and other tax returns.
• Collect, organize, and analyze client financial records and supporting documents.
• Ensure timely and accurate filing of federal, state, and local tax returns.
• Research tax regulations and apply current tax laws to client situations.
• Identify potential tax deductions, credits, and tax-saving opportunities.
• Communicate with clients regarding tax information, missing documentation, and filing requirements.
• Respond to IRS and state tax notices when necessary.
• Maintain accurate client records and documentation.
• Assist with tax planning strategies and year-round tax support.
• Stay current on changes in tax laws and regulations.

Required Qualifications

• Associate's or Bachelor's degree in Accounting, Finance, Taxation, or a related field.
• Experience preparing individual and business tax returns.
• Strong knowledge of federal, state, and local tax regulations.
• Proficiency with tax preparation software such as UltraTax, Drake Tax, Lacerte, ProSeries, or similar.
• Strong analytical, organizational, and problem-solving skills.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to manage multiple deadlines during tax season.

Preferred Qualifications

• EA (Enrolled Agent), or other relevant tax certification preferred.
• Experience in public accounting or tax advisory services.
• Familiarity with QuickBooks and accounting software.
• Experience handling IRS correspondence and tax resolution matters.