Tax Preparer

Jacobson Lawrence & Co•Mechanicsville, VA

55d

About The Position

We are seeking a detail-oriented and experienced Tax Preparer to join our team. In this role, you will be responsible for advising clients on tax matters, analyzing financial information, preparing and filing accurate tax returns, and ensuring compliance with all federal, state, and local tax regulations. You will also assist clients with strategic tax planning and deliver exceptional service that encourages repeat business and client growth.

Requirements

Bachelor’s degree in Accounting, Finance, or related field
Active PTIN and completion of the Registered Tax Return Preparer Test (or equivalent certification)
Minimum of 5 years of professional tax preparation experience
In-depth knowledge of federal, state, and local tax regulations
Proficient in tax preparation software and Microsoft Office Suite
Strong analytical, organizational, and communication skills (oral and written)
Commitment to maintaining client confidentiality and integrity

Nice To Haves

CPA or Enrolled Agent (EA) designation is a plus

Responsibilities

Conduct initial consultations and gather necessary client documentation
Advise clients on the tax preparation process, deductions, credits, and liabilities
Prepare and file accurate individual and business tax returns in a timely manner
Analyze financial and tax data to optimize client outcomes
Audit all forms and ensure completeness, accuracy, and compliance with current tax laws
Respond to inquiries and correspondence from clients and tax authorities
Provide proactive tax planning strategies for future years
Maintain confidentiality and security of sensitive financial information
Build long-term client relationships and support business development through excellent service
Sign tax returns on behalf of clients when authorized