Seasonal Tax Preparer

Job Description

Job Description

Forward Accounting and Tax is a client-focused financial services firm dedicated to delivering accurate, timely, and personalized tax solutions. We pride ourselves on creating a welcoming environment where clients feel supported and informed throughout the tax preparation process.

Job Summary

We are seeking a detail-oriented and personable Personal Income Tax Preparer to join our team during the busy tax season. The ideal candidate will have experience preparing individual tax returns, strong communication skills, and a commitment to client service. This role is perfect for someone looking to contribute their expertise in a flexible, seasonal capacity.

Key Responsibilities

• Prepare federal and statel individual income tax returns.
• Review client documents for completeness and accuracy
• Conduct client interviews to gather necessary financial information
• Identify potential deductions, credits, and tax-saving opportunities
• Ensure compliance with current tax laws and regulations
• Maintain confidentiality and security of client data
• Provide clear explanations of tax outcomes and answer client questions
• Collaborate with team members to meet filing deadlines

✅ Qualifications

Compensation & Benefits

Company Description

Financial services company providing bookkeeping, accounting, tax preparation and planning for individuals and businesses.

Company Description

Financial services company providing bookkeeping, accounting, tax preparation and planning for individuals and businesses.