Seasonal Tax Preparer (Remote)
About The Position
CLA is seeking an experienced Seasonal Tax Preparer to join its tax team in a flexible, collaborative work environment. The role prepares tax returns for individuals, businesses, trusts, and estates, helping clients comply with tax laws and regulations while minimizing tax liabilities and maximizing tax savings. The position prepares individual income tax returns, calculates liabilities and refunds, identifies applicable tax deductions, credits, and exemptions, and may conduct detailed reviews, research, and compliance work. It also involves organizing tax documents, entering information into tax preparation software, communicating with clients, and recording billable time.
Requirements
- High school diploma or equivalent required.
Nice To Haves
- One year of relevant experience in tax return preparation preferred.
- Associate degree preferred.
Responsibilities
- Prepare individual income tax returns using Form 1040 and file returns electronically or by mail.
- Maintain accurate records of tax returns and related documents.
- Ensure tax returns comply with federal, state, and local tax laws and regulations.
- Calculate tax liabilities and refunds based on information provided.
- Identify and apply applicable tax deductions, credits, and exemptions.
- Conduct detailed tax return reviews, research, and compliance work, including calculations and application of accounting theory and tax law.
- Maintain technical tax skills through continuing professional education, on-the-job training, and internal tax training sessions.
- Perform tax research where appropriate.
- Collect and organize tax-related documents, including income statements, expense receipts, and investment records.
- Enter data from tax documents into tax preparation software.
- Communicate directly with clients to answer questions and provide guidance on tax-related matters.
- Record billable time in the billing system to support timely client billing and invoicing.
Benefits
- Comprehensive benefit options include health, dental, vision, and 401(k).
- Wellness support focused on physical, financial, social, and emotional well-being.
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What This Job Offers
Career Level
Entry Level
Education Level
High school or GED
