The Tax Preparer provides dedicated support to the tax preparation team and requires flexibility, excellent verbal and written communication skills, and attention to detail. Responsibilities include assisting with preparing federal and multi-state individuals and trust income tax returns and learning and effectively utilizing Lacerte tax preparation software.
Job listings
$52,000–$52,000
USD/year
$160,000–$227,000
USD/year
Provide tax compliance and consulting services to Estate, Gift, and Trust clients. Develop and deliver innovative planning ideas that meet or exceed client expectations. Oversee complex tax research projects for a variety of Estate, Trust, and Gift issues. Work with clients to minimize their tax obligations and best pass assets according to client's wishes.