The Tax Preparer is responsible for preparing accurate individual, corporate, partnership, and trust tax returns using Lacerte tax software. This role reviews client financial documents, applies current tax laws, identifies deductions and credits, and ensures timely filing in compliance with federal, state, and local regulations. The Tax Preparer may also communicate with clients to gather missing information, answer tax-related questions, and support tax planning and compliance efforts.

Key Responsibilities:

Prepare federal, state, and local tax returns using Lacerte tax softwareReview client financial records, including W-2s, 1099s, K-1s, brokerage statements, and business financialsAnalyze tax documents for completeness and accuracyIdentify eligible deductions, credits, and tax-saving opportunitiesEnsure compliance with current tax regulations and filing requirementsOrganize and maintain client tax files and supporting documentationCommunicate with clients to request missing information and clarify tax mattersAssist with tax notices, amended returns, and other follow-up items as neededMeet filing deadlines and manage multiple returns during busy tax seasonsStay current on tax law changes and software updates