Tax Preparer (Lacerte experience, required)

Position OverviewWe are seeking a detail-oriented and experienced Tax Preparer to join our accounting firm. In this role, you will be responsible for preparing and reviewing individual, business, and/or trust tax returns with accuracy and full compliance with federal and state tax regulations. The ideal candidate holds an active CPA license and brings hands-on experience with Lacerte tax software. This is a role for a tax professional who takes pride in precision, stays current with evolving tax law, and is committed to delivering an exceptional experience to every client.Key ResponsibilitiesTax Preparation & FilingPrepare 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 Client Communication & ServiceCommunicate 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 Review & Quality ControlSelf-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 Documentation & File ManagementMaintain 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 Adhere to firm protocols for document storage, version control, and client confidentiality Tax Planning SupportAssist 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 Required QualificationsActive 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 Preferred QualificationsExperience preparing a broad range of return types including 1040, 1120, 1120S, 1065, and 1041 Familiarity with tax research tools such as Checkpoint, CCH IntelliConnect, or similar platforms Experience with additional accounting firm software such as QuickBooks, Practice CS, or document management systems Prior remote work experience in a public accounting environment Experience with multi-state tax filing and apportionment Technical RequirementsLacerte Tax Software — proficiency required Microsoft Office Suite — Excel and Word proficiency required QuickBooks or equivalent accounting software — preferred Secure, reliable home office setup with high-speed internet for remote file access and client communication Originally posted on Himalayas