Tax Preparer

We are looking for an experienced Tax Preparer to support the preparation of income tax filings for a contract position based in Glendale, California. This opportunity is ideal for a detail-oriented candidate who can manage tax documents accurately, work efficiently during busy filing periods, and provide dependable support throughout the tax preparation process. The role focuses on delivering precise individual returns while maintaining compliance with current tax regulations and client requirements.

Responsibilities:

• Prepare individual income tax returns with accuracy, completeness, and attention to applicable federal and state tax rules.

• Review client financial records, tax forms, and supporting documentation to identify relevant filing information and resolve discrepancies.

• Use tax software, including UltraTax CS, to complete, update, and finalize returns in a timely manner.

• Communicate with clients or internal stakeholders to gather missing details, clarify tax-related information, and ensure organized case files.

• Monitor filing deadlines and manage a steady workload while maintaining quality during peak tax season.

• Research routine individual tax questions and apply current guidance to support compliant return preparation.

• Maintain clear documentation of tax workpapers, calculations, and supporting materials for each return.

• Assist with revisions, corrections, and follow-up items related to submitted or in-process individual tax filings.

• At least 3 years of experience preparing individual tax returns in a detail-oriented environment.
• Hands-on knowledge of individual income tax preparation and related compliance requirements.
• Proficiency with tax preparation software, including experience with UltraTax CS.
• Strong ability to review financial documents carefully and identify inconsistencies or missing information.
• Working knowledge of federal and state tax forms, schedules, and filing procedures for individuals.
• Excellent organizational skills with the ability to manage multiple returns and deadlines effectively.
• Clear written and verbal communication skills for requesting information and explaining tax-related details.
• High level of accuracy, discretion, and diligence when handling sensitive financial data.