Tax Pro: Returns, Planning & Compliance

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

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.