Job Description

About Us 

We are a fast-growing, high-energy tax firm committed to accuracy, exceptional client service, and providing a supportive work environment. As we continue to expand, we are seeking an experienced, bilingual Tax Preparer to join our in-office team. Position Summary 

We are looking for a skilled in-person Tax Preparer with a minimum of 3 years of hands-on experience preparing both personal (1040) and business (1120/1120S/1065) tax returns. The ideal candidate is detail-oriented, proactive, and confident working with complex tax scenarios. 

  Essential Duties and Responsibilities

• Prepare accurate and compliant individual and business tax returns
• Handle complex filings including Trusts, Estates, Foreign Income, FBAR/FinCEN 114, and multi-state returns
• Conduct tax interviews with clients in both English and Spanish
• Review financial records, receipts, statements, and supporting documents
• Provide tax planning guidance and identify potential credits and deductions
• Communicate effectively with clients and internal teams
• Maintain strict confidentiality of all client information
• Stay updated on current tax laws and regulations

Knowledge, Skills and Abilities

• Proficiency with tax software (e.g., Drake, Lacerte, ProSeries, etc.)
• Ability to work in person at our office location
• Strong attention to detail with excellent communication skills

Education & Experience

• Minimum 3 years of recent experience preparing both personal and business tax returns
• Experience with Trusts, Estates, FBAR, and Foreign Income is also highly preferred.
• Strong knowledge of federal and state tax laws
• Must be bilingual (English & Spanish)
• EA (Enrolled Agent) credential - Preferred.
• Experience preparing Trust & Estate tax returns - Preferred.
• Experience with FBAR and foreign income reporting - Preferred.
• Experience with IRS correspondence or audit support - Preferred.
• Experience working in a high-volume tax office - Preferred.

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