Tax Preparer
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Job Description
Tax Preparer ensuring accuracy in AI-generated tax drafts for individuals and businesses. Leveraging advanced tools to streamline workflows in a startup environment.
Responsibilities:
- Prepare and review federal and state tax returns for individuals, S-corps, C-Corps, Partnerships and Trusts
- Conduct tax research and planning to minimize tax liabilities and identify tax-saving opportunities for clients
- Consult with clients on bookkeeping as needed
- Utilize internal AI-powered diagnostic and review tools to perform a mandatory first-pass quality check before routing to the Tax AI Lead
- Review financial records, income statements, and documentation to ensure accuracy
- Calculate and generate estimated tax (ES) vouchers to ensure ongoing client compliance
- Review and organize client documentation within our tech stack to ensure data integrity and reconcile any discrepancies in the source financials
Requirements:
- 2–4 years of experience preparing individual and business tax returns
- Bachelor’s degree in Accounting, Finance, or related field preferred
- Familiarity with professional tax software (CCH Axcess)
- Strong Excel skills and experience with QuickBooks Online
- CPA license or EA certification a plus but not required
Benefits:
- Competitive pay + health, dental, vision, 401(k), and life insurance
- Remote-first and flexible work culture
- Clear path for career growth in a fast-growing firm
- Modern tech stack and automation-first mindset
- Supportive, collaborative team with strong systems and documentation
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