Tax Preparer

Located in Provo, UT

Position Overview

Seeking a detail-oriented Tax Preparer to prepare individual and/or business tax returns, ensure compliance with current tax laws, and deliver excellent client service during peak filing seasons.

Key Responsibilities

• Prepare accurate and compliant individual (1040) and/or business tax returns (e.g., 1065, 1120, 1120S).
• Gather and review client financial documents such as income statements, expense records, and investment reports.
• Analyze client information to identify eligible deductions, credits, and tax-saving opportunities.
• Verify financial information by reviewing source documents.
• Maintain up-to-date knowledge of federal, state, and local tax regulations.
• Communicate with clients to clarify questions, request missing information, and explain tax outcomes.
• File tax returns electronically and ensure timely submission.
• Maintain client confidentiality and comply with data security and privacy regulations.
• Respond to IRS or state notices and support clients with audits when appropriate (depending on certification).
• Document work performed and maintain organized client files.

Required Qualifications

• High school diploma or equivalent; additional coursework in accounting, finance, or tax preferred.
• Knowledge of tax preparation software (e.g., TurboTax ProSeries, Drake, TaxSlayer, Lacerte).
• Understanding of basic accounting principles and tax codes.
• Strong analytical and organizational skills.
• Excellent communication and customer service abilities.
• Ability to work in a deadline-driven environment, especially during tax season.

Preferred Qualifications

• Prior experience in tax preparation or accounting.
• Experience preparing complex returns (business, rental property, investments, etc.).

Work Environment

• May work in an office.
• Requires extended hours during filing seasons.

#3420UT

Express Office: Provo

663 N 1890 W

Provo, UT 84601