Tax Preparer
About The Position
At Tax Processing Solutions, we are fueled by a passionate commitment to serve our clients and communities with empathy and integrity. Our mission is to guide individuals nationwide through the tax resolution process with trust, compassion, education, and unwavering dedication. If you're a Tax Preparer with a strong foundation in individual returns and you're ready to challenge yourself with more complex scenarios, this role offers the exposure and career development you're looking for. We serve a wide range of clients—many with unique tax situations that go beyond the basics. While this role focuses primarily on individual returns, it provides valuable exposure to entity filings and the broader corporate tax landscape. It's an ideal steppingstone for professionals looking to deepen their technical knowledge and eventually grow into more advanced areas of tax preparation and planning.
Requirements
- Minimum of 1 years’ experience in tax preparation or financial services
- Familiarity with individual tax return forms, related schedules (Schedules A-E, with emphasis on Schedules C, D & E)
- Experience with amended returns (Form 1040x)
- License Requirement: Active PTIN + CTEC certification, Enrolled Agent (EA) or CPA license required
- Strong knowledge of federal and state tax regulations
- Ability to interpret IRS notices and communicate implications to clients
- Proficiency in tax software (Drake, ProSeries, or similar), QuickBooks, Excel
- Excellent written and verbal communication
- Strong attention to detail and organizational skills
- Analytical mindset with a commitment to accuracy
- Ability to work both independently and collaboratively
- Comfortable managing deadlines and high-volume workloads
Nice To Haves
- Exposure to or interest in business entity tax concepts is a plus
Responsibilities
- Prepare and review tax returns for individuals, ensuring accuracy, compliance, and the best outcome for each client
- Analyze financial data to identify deductions, credits, and planning opportunities that reduce liability and increase client savings
- Maintain proactive communication via phone, email, and text, providing clear explanations, updates, and guidance throughout the process
- Scrutinize source documents to ensure complete and accurate information is used in return preparation
- Work closely with team members across departments to support client success and streamline internal processes
- Communicate directly with clients to provide updates, explain filing outcomes, and offer technical guidance where needed
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
