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Job Description
We are looking for a detail-oriented Tax Preparer to support individual tax return preparation for clients in California. This is a contract position suited for someone who can evaluate 1040 filings thoroughly, ask the right follow-up questions, and recognize issues before submission. The ideal candidate brings sound judgment, attention to detail, and the ability to work independently while ensuring returns are accurate and complete.
Responsibilities:
Prepare and review individual federal and state tax returns, with a strong focus on accurate and complete 1040 filings.
Gather missing details from clients by asking thoughtful follow-up questions to clarify income, deductions, credits, and filing status.
Identify discrepancies, compliance concerns, or incomplete information and communicate findings clearly so issues can be resolved promptly.
Verify supporting tax documents and apply relevant tax rules to help ensure each return is prepared correctly.
Use ProConnect and related tax preparation software to complete filings efficiently and maintain organized return data.
Confirm that each return meets quality standards before finalization, using careful judgment to support filing accuracy.
Work independently while managing assigned returns and maintaining timely progress during the contract period.