The back room
Tax
Position Overview
We are seeking an Entry-Level Tax Preparer with 1–3 years of hands-on experience preparing U.S. individual income tax returns (Form 1040). The ideal candidate has familiarity with Lacerte Tax Software and QuickBooks Desktop and/or QuickBooks Online, and is ready to further develop their skills in a supportive team environment.
This role includes seasonal tax preparation in addition to off-season bookkeeping support.
Key Responsibilities
Prepare simple to moderately complex individual tax returns (Form 1040) under the review of senior staff and the CPA.
Review and organize client tax documents, including W-2s, 1099s, 1098s, brokeragestatements, and organizer responses.
Communicate electronically with clients to request missing information and clarify tax-related questions.
Input and verify data in Lacerte with a high degree of accuracy.
Assist with basic bookkeeping tasks using QuickBooks Desktop and/or QuickBooksOnline.
Maintain client confidentiality and follow firm procedures and compliance standards.
Requirements
Qualifications
1–3 years of experience preparing U.S. individual income tax returns (Form 1040
required).
Experience using Lacerte tax software (preferred).
Experience using QuickBooks Desktop or QuickBooks Online (preferred).
Experience using Microsoft Office (specifically Excel, Word, and Outlook).
Working knowledge of fundamental tax concepts (adjustments, credits, deductions, filing
statuses, etc.).
Strong attention to detail, accuracy, and organization.
Ability to communicate clearly with clients and team members.
Willingness to learn and take direction from senior staff.
Benefits
🌟 Why Join Us?
Benefits:
Our benefits package is designed for full-time roles. For part-time/project-based roles, some benefits may or may not apply and will be discussed during the interview.
Core Benefits:
HMO on Day 1 + Free coverage for 2 dependents in your 2nd year
Government-mandated benefits
20 Annual Leave Credits
13th-month pay
Birthday & Bereavement Leave
Onsite/Hybrid Extras:
Travel Subsidy
Staff House Accommodation (within certain distance)
Free Shuttle Service
Free Lunch & Uniform
Perfect Attendance Bonus
For All Employees:
Onboarding Training
Monthly Engagement Activities
Birthday Gift & Weekly Treats
Christmas Hamper & Anniversary Gift
Opportunity to Travel
To apply for this job please visit apply.workable.com.