Tax Preparer

IT Resource Hunter; Town of Southampton (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

A specialized staffing agency is seeking an Associate Tax Preparer in Southampton, NY. The role involves preparing individual and corporate tax returns, client interviews, and compliance with IRS regulations. Requires a high school diploma, proficiency in tax software, and strong communication skills. This full-time position offers up to 40 hours/week during peak periods.

Qualifications

• Bachelor’s in Accounting or related field preferred.
• CPA, EA, or RTRP designation is a plus.
• Minimum 1 year of hands-on tax preparation experience.

Responsibilities

• Conduct client interviews and collect relevant income and deduction data.
• Prepare and review individual, partnership, corporate, and trust returns.
• Analyze documents such as W-2s, 1099s, and K-1s to ensure accuracy.

Skills

Proficiency in tax preparation software

Excellent communication and client service skills

Strong attention to detail

Education

High school diploma or equivalent

Tools

Lacerte

Drake

ProSeries

UltraTax

QuickBooks

Job description

Overview

Location: Southampton, New York, United States

Employment Type: Full time

Required Qualifications

Education/Certification:

• High school diploma or equivalent required; bachelor’s in Accounting or related field preferred

Nice to Have

• CPA, EA, or RTRP designation is a plus

Experience

• Minimum 1 year of hands-on tax preparation experience
• Experience with individual, partnership, corporate, and/or trust returns
• Client-facing or interview-based intake experience preferred

Skills

• Proficiency in tax preparation software (e.g., Lacerte, Drake, ProSeries, UltraTax)
• Familiarity with QuickBooks is a plus
• Excellent communication and client service skills
• Strong attention to detail and ability to meet deadlines under pressure

Compliance

• Must meet all IRS and state tax preparer requirements and maintain active registration

Key Responsibilities

• Conduct client interviews and collect relevant income and deduction data
• Prepare and review individual, partnership, corporate, and trust returns
• Analyze documents such as W-2s, 1099s, and K-1s to ensure accuracy and maximize deductions
• Coordinate with senior staff for return reviews and accuracy checks
• Assist clients with IRS/state filings, audit responses, and correspondence
• Stay current on tax law changes and assist with planning for complex returns
• Maintain strong client relationships and support additional firm services
• Provide seasonal coverage (25-35 hours/week), up to 40 hours/week during peak periods

Seniority level

• Associate

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Accounting

Note: Boilerplate recruitment lines and cross-posted job alerts unrelated to the role have been omitted to keep the description focused on the job duties and requirements.