Entity Tax Preparer

Role Responsibilities

• Prepare review, and file complex federal and state tax returns for business entities including Partnerships (1065), Corporations (1120), S-Corps (1120S), Trusts (1041), and related multi-state filings
• Handle related ancillary filings such as Forms 940, 941, 944, 990, and 2290 with attention to technical accuracy and deadlines
• Analyze and verify financial data and documentation submitted by clients to ensure accuracy and completeness prior to submission
• Communicate directly with clients to provide updates, explain filing outcomes, and offer technical guidance where needed
• Proactively identify tax planning opportunities and support compliance with evolving federal and state tax laws
• Track productivity and quality metrics, contributing to team and organizational performance goals

Required Qualifications

• License Requirement: Active PTIN and CTEC, Enrolled Agent (EA) or CPA license
• In-depth understanding of U.S. tax code and filing requirements, especially for business entities
• Demonstrated experience preparing both individual and complex entity returns
• Strong analytical abilities and the capacity to review multi-faceted financial data
• Solid written and verbal communication skills, with the ability to convey technical information clearly
• Highly detail-oriented with a commitment to delivering accurate, compliant work

Preferred Experience