Senior Tax Preparer
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Job Description
Senior Tax Preparer at Washington & Co Inc managing individual and business tax returns. Preparing, reviewing, and communicating with clients in remote work environment.
Responsibilities:
- Prepare individual, S-Corporation, Partnership, and Corporate tax returns.
- Manage assigned clients from document collection through filing.
- Handle complex returns, including returns with business activity, rental activity, investment activity, multiple income sources, and multi-state considerations.
- Review client records, prior-year returns, accounting information, and supporting documents for completeness and accuracy.
- Identify missing information, unclear items, technical issues, and inconsistencies before returns move to final review.
- Maintain organized workpapers, notes, and supporting documentation.
- Use ProConnect Tax Online confidently and efficiently to prepare and manage client returns.
- Review prepared returns for accuracy, completeness, and compliance with current tax law and firm standards.
- Review junior staff work as needed and provide clear feedback to improve accuracy and review readiness.
- Identify and resolve preparation issues before they affect clients or delay filing.
- Support timely e-filing, return assembly, and completion processes.
- Help refine internal preparation and review procedures to improve accuracy, consistency, and efficiency.
- Communicate directly with clients regarding missing documents, open items, return status, and next steps.
- Provide clear, professional, and timely updates to clients and internal team members.
- Manage client relationships independently while escalating complex matters when appropriate.
- Identify potential tax planning opportunities during return preparation and communicate them to the Tax Planning team.
- Support a client experience that is accurate, responsive, and professional.
- Manage multiple client files and deadlines with urgency and accountability.
- Follow firm workflows, checklists, task systems, and documentation standards.
- Support process improvements that reduce errors, improve review readiness, and increase efficiency.
- Assist with training, mentoring, and development of future tax staff as needed.
- Stay current on tax law changes, IRS updates, and preparation requirements.
Requirements:
- Minimum 5 years of public accounting tax experience.
- Strong ProConnect Tax Online experience.
- Experience preparing individual tax returns independently.
- Experience preparing business tax returns, including S-Corporation, Partnership, and Corporate returns.
- Experience handling complex tax returns and multi-state filings.
- Experience reviewing returns and identifying issues before final review.
- Ability to independently manage a client portfolio with minimal supervision.
- Strong client communication skills.
- Strong attention to detail, problem-solving skills, and commitment to accuracy.
- Ability to identify technical issues and resolve or escalate them appropriately.
- Ability to identify tax planning opportunities and communicate them to the appropriate team.
- Ability to work effectively in a fully remote environment.
- Ability to learn firm systems, workflows, and technologies quickly.
- Preferred CPA or EA.
- Ability to sign returns.
- Significant return review experience.
- Experience with high-net-worth individual tax returns.
- Experience with QuickBooks, ClickUp, Excel, Corvee, or similar tools.
- Advanced Excel skills.
- Experience training, mentoring, or supporting junior tax staff.
- Experience working in a remote professional services environment.
Benefits:
- 100% remote work environment.
- PTO, single policy.
- Health insurance after 60 days.
- Education assistance up to $5,250 after one year, subject to approval.
- Access to CPE.com.
- Required virtual meetings and semiannual in-person conferences.
- Certification bonuses : CPA: $2,000.
- EA: $1,500.
- MSA or MST degree completion: $2,500.
- Firm-approved advanced CPE completion: $500.
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