Tax Preparer, Lacerte Experience

Job not on LinkedIn

🕒 March 25

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Remote Raven

WebsiteLinkedInAll Job Openings

11 - 50 employees

👥 HR Tech

🎯 Recruiter

🤝 B2B

HR Tech • Recruitment • B2B

Remote Raven is a company that connects businesses with highly qualified virtual assistants to fill various roles across multiple industries. They focus on providing professional, college-educated, and well-trained remote workers from the Philippines who can handle diverse tasks, including customer service, bookkeeping, digital marketing, HR, healthcare, and web development among others. Remote Raven ensures that these remote workers are fluent in English and hold relevant degrees or certifications. They offer a simple and affordable recruiting process without start-up fees, aiming to help companies streamline their staffing needs with reliable remote personnel.

📋 Description

• Prepare federal and state income tax returns for individuals (Form 1040), corporations (Form 1120/1120S), partnerships (Form 1065), and/or trusts and estates (Form 1041) as applicable • Accurately input financial data and supporting documentation into Lacerte tax software • Review prior-year returns, financial statements, and source documents to ensure completeness and accuracy • Identify applicable deductions, credits, and tax planning opportunities for each client • Ensure all returns are prepared in compliance with current federal, state, and local tax codes • Communicate professionally with clients to gather missing documentation, clarify financial information, and explain tax outcomes • Respond to client inquiries regarding return status, tax notices, and filing questions in a timely manner • Maintain a high standard of client service consistent with the firm's reputation for accuracy and professionalism • Self-review completed returns prior to submission to ensure accuracy and minimize errors • Collaborate with senior staff and managers during the review process to address questions and resolve discrepancies • Stay current with changes in tax law, IRS guidance, and state tax regulations that affect client filings • Maintain complete and organized client files including source documents, workpapers, and signed authorizations • Track return status and deadlines to ensure timely filing and extension requests where needed • Document tax positions and notes clearly within the return for review and audit trail purposes • Assist with quarterly estimated tax calculations and year-end tax planning for clients as directed • Flag potential tax issues or planning opportunities to senior staff or management • Support the preparation of tax projections and analysis for client consultations

🎯 Requirements

• Active Certified Public Accountant (CPA) license in good standing • Proficiency with Lacerte tax software — this is the firm's primary tax preparation platform • 2 or more years of experience preparing individual and/or business tax returns in a public accounting setting • Strong working knowledge of federal and state income tax regulations • High attention to detail with a commitment to accuracy in all work product • Ability to manage a high volume of returns during peak tax season while maintaining quality and meeting deadlines • Strong written and verbal communication skills for client-facing interactions • Comfortable working independently in a remote environment with minimal supervision