Tax Preparer

We are seeking an experienced Tax Preparer to support a growing CPA firm by preparing U.S. tax returns from client-provided documents and communicating directly with clients to collect any missing information.

This role is designed to take tax preparation work off the founder’s plate by owning the preparation process from document intake through completed draft return, ready for final CPA review.

The ideal hire should be comfortable reviewing tax documents, identifying missing information, following up with clients, and preparing complete and accurate tax returns with minimal supervision.

Experience with Drake Tax Software is a strong advantage, but not required.

• Prepare complete and accurate U.S. tax returns based on client-provided documents

• Review tax documents for completeness and identify missing information

• Organize supporting tax documents and workpapers for final CPA review

• Maintain accuracy and quality across multiple tax returns

• Communicate directly with clients to request missing tax documents or clarify information

• Follow up on incomplete submissions to keep returns moving forward

• Maintain clear and professional communication throughout the preparation process

• Track the status of active tax returns and client document collection

• Maintain organized tax files and supporting documentation

• Support a smooth tax preparation workflow during busy filing periods

• 3–5+ years of U.S. tax preparation experience

• Strong experience preparing Form 1040 (Individual Returns)

• Strong experience preparing Form 1065 (Partnership Returns)

• Strong experience preparing Form 1120-S (S Corporation Returns)

• Strong experience preparing Form 1120 (C Corporation Returns)

• Ability to review tax documents and identify missing information

• Ability to communicate directly with clients regarding missing documents and tax requirements

• Ability to prepare complete tax returns independently with minimal supervision

• Strong attention to detail and tax accuracy

• Experience with Drake Tax

• Experience working in a CPA firm environment

• Experience handling high-volume tax preparation during tax season