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.