Tax Preparer

Posted 83ds ago

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Job Description

Tax Preparer supporting Howard Financial tax team with diverse client portfolios. Preparing tax documents and managing client communications in a remote capacity from India.

Responsibilities:

  • Prepare, update, and manage engagement letters, including tracking execution and maintaining status records.
  • Coordinate client information requests by managing calendars, monitoring due dates, and following up when information is outstanding.
  • Maintain engagement checklists to ensure all agreed-upon services are delivered accurately and on time.
  • Roll forward prior-year tax returns and organize required documentation for current-year filings.
  • Ensure all necessary information is received before tax preparation begins.
  • Maintain tax basis fixed asset schedules and support depreciation tracking.
  • Update tax basis balance sheets and supporting schedules used in tax compliance.

Requirements:

  • Education or experience in accounting, finance, or tax.
  • Strong organizational skills with the ability to manage multiple clients and deadlines.
  • High attention to detail and a proactive approach to follow-ups.
  • Comfortable communicating with clients and internal team members.
  • Proficiency in Excel; experience with tax software or engagement management tools is a plus.