Tax Preparer (Lacerte experience, required)

5 months, 1 week ago
Full-time
Junior
Finance and Accounting
Remote Raven

Remote Raven

Remote Raven connects clients with highly qualified virtual assistants to quickly fill positions, enabling businesses to focus on core activities with no start-up fees.

Professional Services
11-50

Description

  • Prepare federal and state income tax returns for individuals, corporations, partnerships, trusts, and estates as applicable.
  • Input financial data and supporting documents into Lacerte tax software.
  • Review prior-year returns, financial statements, and source documents for completeness and accuracy.
  • Identify deductions, credits, and tax planning opportunities for clients.
  • Ensure tax returns comply with current federal, state, and local tax regulations.
  • Communicate with clients to request missing information, clarify financial details, and explain tax outcomes.
  • Respond to client questions about return status, tax notices, and filing issues in a timely manner.
  • Self-review completed returns before submission and work with senior staff or managers to resolve discrepancies.
  • Maintain organized client files, workpapers, signed authorizations, and documentation for review and audit trail purposes.
  • Assist with estimated tax calculations, year-end tax planning, and tax projections as directed.

Requirements

  • Active Certified Public Accountant (CPA) license in good standing.
  • Proficiency with Lacerte tax software, the firm’s primary tax preparation platform.
  • 2+ years of experience preparing individual and/or business tax returns in a public accounting setting.
  • Strong working knowledge of federal and state income tax regulations.
  • High attention to detail and a commitment to accuracy.
  • Ability to manage a high volume of returns during peak tax season while meeting deadlines.
  • Strong written and verbal communication skills for client-facing interactions.
  • Comfort working independently in a remote environment with minimal supervision.
  • Experience preparing a broad range of return types, including 1040, 1120, 1120S, 1065, and 1041, preferred.
  • Familiarity with tax research tools such as Checkpoint, CCH IntelliConnect, or similar platforms, preferred.
  • Experience with QuickBooks, Practice CS, or document management systems, preferred.
  • Prior remote work experience in a public accounting environment, preferred.
  • Experience with multi-state tax filing and apportionment, preferred.
  • Microsoft Office Suite proficiency, especially Excel and Word.
  • Secure home office setup with high-speed internet for remote file access and client communication.

Interested in this position?

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