Tax Preparer - Senior Tax Preparer

Insite US

Glen Rock (NJ)

Hybrid

USD 70,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation and performance bonuses

Flexible or hybrid work options

Career advancement opportunities

Support for CPA/EA continuing education

Job summary

A leading tax services firm in Glen Rock is seeking a Senior Tax Preparer responsible for preparing and reviewing complex tax returns. This role involves direct client interaction, tax planning, and mentoring junior staff. The ideal candidate will have over 5 years of tax preparation experience, proficiency in tax software, and a strong understanding of federal and multi-state regulations. This position comes with competitive compensation, hybrid work options, and opportunities for career advancement.

Qualifications

5+ years of professional tax preparation experience.
CPA or EA certification strongly preferred.
Proficiency in tax software.

Responsibilities

Prepare and review complex federal and state tax returns.
Serve as a primary point of contact for assigned clients.
Ensure all filings meet federal, state, and local requirements.
Mentor and support junior tax preparers.

Skills

Strong knowledge of federal and multi-state tax regulations

Excellent analytical abilities

Client service orientation

Attention to detail & accuracy

Education

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

Master's preferred

Tools

ProSystem fx

UltraTax

Drake

Lacerte

Job description

Overview

The Senior Tax Preparer is responsible for preparing, reviewing, and finalizing complex individual, corporate, partnership, and trust tax returns while ensuring full compliance with federal, state, and local tax regulations. This role requires a high level of technical tax knowledge, strong client communication skills, and the ability to manage multiple deadlines in a fast-paced environment. The Senior Tax Preparer will also support junior staff, contribute to process improvements, and assist with tax planning strategies.

Responsibilities

Tax Preparation & Review
- Prepare and review complex federal and state tax returns including:
  - Individuals (high-net-worth, multi-state, investment-heavy)
  - Partnerships (1065)
  - Corporations (1120, 1120S)
  - Trusts & Estates (1041)
- Analyze financial statements, trial balances, and source documents to ensure accuracy and compliance.
- Identify tax-saving opportunities and planning strategies for clients.
- Research and interpret tax laws and regulations to ensure correct application.
Client Support & Advisory
- Serve as a primary point of contact for assigned clients.
- Communicate clearly regarding tax requirements, deadlines, and documentation.
- Advise clients on estimated tax payments, extensions, and compliance issues.
- Assist with tax notices, audits, and correspondence with taxing authorities.
Compliance & Quality Control
- Ensure all filings meet federal, state, and local requirements.
- Monitor regulatory changes and apply them to client work.
- Maintain detailed workpapers and documentation to support all returns.
- Review junior staff work for accuracy and provide coaching and feedback.
Team & Process Leadership
- Mentor and support junior tax preparers.
- Assist with workflow management during peak seasons.
- Help improve internal processes, checklists, and documentation standards.
- Support firm initiatives related to automation and efficiency.