Tax Preparer, Lacerte Experience

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Prepare federal and state income tax returns for individuals (Form 1040), corporations (Form 1120/1120S), partnerships (Form 1065), and/or trusts and estates (Form 1041) as necessary.

• Accurately enter financial information and relevant documentation into Lacerte tax software.

• Review prior-year returns, financial statements, and source documents to guarantee completeness and precision.

• Identify applicable deductions, credits, and tax planning opportunities for each client.

• Ensure that all returns are prepared in accordance with current federal, state, and local tax regulations.

• Communicate professionally with clients to collect missing documentation, clarify financial information, and explain tax outcomes.

• Respond promptly to client inquiries regarding return status, tax notices, and filing questions.

• Uphold a high standard of client service that aligns with the firm's reputation for accuracy and professionalism.

• Conduct a self-review of completed returns prior to submission to ensure accuracy and reduce errors.

• Collaborate with senior staff and managers during the review process to address questions and resolve discrepancies.

• Stay informed about changes in tax law, IRS guidelines, and state tax regulations that impact client filings.

• Maintain comprehensive and organized client files, including source documents, workpapers, and signed authorizations.

• Monitor return status and deadlines to ensure timely filing and extension requests when necessary.

• Clearly document tax positions and notes within the return for review and audit purposes.

• Assist with quarterly estimated tax calculations and year-end tax planning for clients as directed.

• Highlight potential tax issues or planning opportunities to senior staff or management.

• Support the preparation of tax projections and analyses for client consultations.

⛳️ Requirements

• Active Certified Public Accountant (CPA) license in good standing.

• Proficiency with Lacerte tax software, the primary platform used by the firm for tax preparation.

• A minimum of 2 years of experience preparing individual and/or business tax returns in a public accounting environment.

• Strong working knowledge of federal and state income tax regulations.

• Exceptional attention to detail with a dedication to accuracy in all deliverables.

• Capability to manage a high volume of returns during peak tax season while maintaining quality and meeting deadlines.

• Strong written and verbal communication skills suitable for client interactions.

• Comfortable working independently in a remote setting with minimal supervision.

🏝️ Benefits

• Competitive salary with opportunities for performance-based bonuses.

• Comprehensive health benefits package, including medical, dental, and vision coverage.

• Retirement savings plan with company matching contributions.

• Ongoing professional development and continuing education opportunities.

• Flexible work arrangements, including remote work options.