We are looking for a Tax Accountant to support individuals with accurate and timely income tax filing. This position is ideal for someone who is confident interpreting personal tax information, preparing returns, and guiding clients through the filing process with professionalism. The role requires strong technical knowledge, careful review practices, and the ability to work efficiently during busy tax periods.

For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.

Responsibilities:

• Prepare and review individual income tax returns while ensuring compliance with current federal and state tax regulations.
• Gather, organize, and evaluate client financial documents to complete filings accurately and on schedule.
• Communicate with clients to clarify tax information, resolve discrepancies, and explain filing outcomes in a clear manner.
• Identify applicable deductions, credits, and tax positions based on each client's financial situation.
• Use Lacerte Tax Software to complete return preparation, perform calculations, and maintain organized tax records.
• Monitor deadlines and manage multiple client engagements effectively during peak filing periods.
• Maintain confidentiality of sensitive financial information and follow high standards in all client interactions.