Tax Preparer, Lacerte Experience

Role Overview

• 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