Staff4Me is seeking a Tax Preparer to prepare U.S. personal and business tax returns, including S Corps. In this role, you will use ProConnect software and collaborate with a CPA to ensure all filings are accurate and compliant.
What You'll Do
- Prepare U.S. personal tax returns (Form 1040) and business tax returns, including S Corps.
- Set up client accounts or roll forward tax returns from previous years using ProConnect tax software.
- Retrieve and review clients’ tax documents uploaded to Dropbox, ensuring accuracy and completeness.
- Communicate with clients, primarily via email and phone, to clarify questions or request missing documents.
- Handle client communications, particularly with older clients who may prefer phone calls.
- Record time worked on client tasks in QuickBooks Online in 15-minute increments.
- Maintain organization, managing multiple client files and ensuring all documentation is in place.
- Collaborate with the CPA to ensure tax returns are filed accurately and in compliance with tax laws.
What We're Looking For
- Minimum of two years of experience in U.S. tax preparation, including personal and business returns (S Corps).
- Proficiency in ProConnect tax software and QuickBooks Online.
- Strong understanding of U.S. tax laws and regulations.
- Excellent communication skills, both written and verbal, with the ability to explain complex tax issues clearly.
- Ability to work independently and manage multiple client projects simultaneously.
- Detail-oriented and organized with a strong focus on accuracy and compliance.
- Experience working with clients who may have varying levels of technical expertise, particularly older clients.
Technical Stack
- ProConnect tax software
- QuickBooks Online
- Dropbox
Team & Environment
You will collaborate directly with a CPA to ensure tax returns are filed accurately and in compliance.
Work Mode
This is a global position.
