Tax Preparer

LeoForce; Wheaton (IL); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401K

Job summary

LeoForce in Wheaton, IL is seeking a skilled Tax Preparer. The role entails preparing and reviewing complex federal and state returns with a focus on Form 709, 1065, 1041, and corporate filings. You will use ProSystems FX and advanced Excel to manage data and ensure accuracy for diverse clients.

The ideal candidate has 5+ years in tax prep, strong analytical skills, and excellent client communication. This permanent on-site role includes comprehensive health benefits and retirement plans.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum of 5 years of tax preparation experience.
• CPA or EA status preferred.
• ProSystems FX and advanced Excel proficiency.
• Experience with Form 709, Form 1065, Form 1041, and corporate tax returns.
• Strong knowledge of federal and state tax laws.
• Excellent communication and client-service skills.

Responsibilities

• Prepare and review complex tax returns incl. Form 709, 1065, 1041, and corporate returns.
• Ensure forms and docs comply with federal/state tax laws.
• Provide tax planning and consulting to minimize liabilities.
• Research tax laws to stay updated on changes.
• Utilize ProSystems FX and advanced Excel to analyze data.
• Collaborate with clients to gather information and address queries.
• Assist in estate tax returns and tax issues for trusts and private foundations.
• Collaborate with the legal team on tax-related requirements.

Skills

Analytical skills

Problem solving

Communication

Attention to detail

Time management

Education

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

CPA or Enrolled Agent (EA) status preferred

Tools

ProSystems FX

Excel

Job description

Tax Preparer

Wheaton, IL, US

6913446

3 days ago

Job Description

Experience

Mid Level

Salary

$50,000 - $60,000 per year

Job Details

1. Prepare and review complex tax returns, including Form 709, Form 1065, Form 1041, and Corporate Tax Returns.
2. Ensure all tax forms and supporting documentation are completed accurately and in compliance with federal and state tax laws.
3. Provide tax planning and consulting services to clients, advising on strategies to minimize tax liabilities.
4. Conduct research on tax laws and regulations to stay updated on any changes that may affect clients.
5. Utilize ProSystems FX and advanced Excel skills to maintain and analyze financial data.
6. Work closely with clients to gather necessary information and address any tax-related queries or concerns.
7. Assist in the preparation of estate tax returns and manage tax issues related to trusts and private foundations.
8. Collaborate with the legal team to ensure all tax-related legal requirements are met.

Qualifications

1. Bachelor’s degree in Accounting, Finance, or a related field.
2. Minimum of 5 years of experience in tax preparation, preferably within the legal industry.
3. Extensive knowledge of tax laws and regulations, with a specialization in Form 709, Form 1065, Form 1041, and Corporate Tax Returns.
4. Proficiency in ProSystems FX and advanced Excel skills.
5. Experience with partnership tax, trust tax, and estate tax return preparation.
6. Familiarity with private foundation tax issues and tax review processes.
7. Excellent analytical and problem-solving skills, with the ability to handle complex tax situations.
8. Strong communication and interpersonal skills, with a client-focused approach.
9. Detail-oriented and highly organized, with the ability to manage multiple tasks and meet deadlines.
10. Certified Public Accountant (CPA) or Enrolled Agent (EA) status is preferred.
11. Experience with CCH ProSystems is a plus.

A bit about us

We are seeking a highly skilled and experienced Tax Preparer to join our dynamic legal team. This is a permanent position offering a unique opportunity to work with a diverse portfolio of clients, including corporations, partnerships, trusts, and private foundations. The successful candidate will be responsible for preparing and reviewing a variety of tax returns, including Form 709 Gift Tax Returns, Form 1065 Partnership Tax Returns, Form 1041 Trust Returns, and Corporate Tax Returns. Proficiency in ProSystems FX and advanced Excel skills are essential for this role.

Why join us

• Health Insurance
• Dental Insurance
• Vision Insurance
• 401K

#accounting-finance #tax-associate #prosystem #tax-preparer #cch-prosystems #cch #tax-accountant #tax-accounting #tax-review #corporate-tax-returns #form-1065 #partnership-tax #trust-tax #prosystems-fx #tax-specialist #form-1041 #form-709 #private-foundation #form-709-gift-tax-returns #advance-in-excel #1041-trust-returns #estate-tax-return #tier4