Job Description

We are seeking an experienced Tax Preparer to join our team in an onsite role. This position involves preparing individual tax returns (Form 1040) using client-provided documents, such as 1099s, K-1s, and deduction support. You will input data into GOSystem Tax RS software for review by our permanent staff in a professional, collaborative environment.

Key Responsibilities:

• Prepare individual income tax returns (Form 1040) using GOSystem Tax RS.
• Organize and input data from client-provided paper and digital documents.
• Work closely with internal tax professionals to ensure accuracy and compliance.
• Handle tax returns for high-net-worth clients with sophisticated investments such as hedge funds, real estate partnerships, and private equity investments.
• Maintain organization and multitask effectively in a high-volume environment.

Required Qualifications:

1. Experience:

* 3-5 years of recent experience preparing complex individual tax returns (preferably with a CPA firm during tax season).
* CPA firm experience required (H&R Block or similar firms do not qualify).

2. Certifications:

* Active PTIN Certification (validated).

3. Skills:

* Proficient in MS Word, Excel, and Outlook.
* Experience with GOSystem Tax RS and Adobe PDF preferred.
* Strong knowledge of tax preparation for high-net-worth individuals.

4. Attributes:

* Exceptional organizational and multitasking skills.
* Strong oral and written communication skills.
* Ability to work independently and switch between projects with ease.

5. Education:

* Bachelor’s degree in Accounting strongly preferred.
* CPA certification highly desirable.

Preferred Qualifications:

• Experience working with high-net-worth clientele.
• Familiarity with investments such as hedge funds, real estate partnerships, and private equity.

Additional Information

Please call me at 515-954-3712 if you are interested in this role :)