Ledgent · 2 weeks ago
Sr. Tax Preparer
Ledgent Finance & Accounting's client is seeking a highly skilled and detail-oriented Senior Tax Preparer. The role focuses on preparing complex individual income tax returns and offers opportunities to support various business tax returns during peak tax season.
Responsibilities
Prepare complex individual income tax returns, focusing on 1040s (all schedules) and additional work on estates and trusts (1041)
Provide support with complex business tax returns, including 1120 (C-Corp), 1120S (S-Corp), 1065 (Partnerships), and 990 (Nonprofits)
Perform book-to-tax adjustments and reconcile client records as needed
Assist clients with tax planning, projections, and strategic guidance
Resolve client tax issues at both federal and state levels
May assist clients with QuickBooks services (Desktop and Online), particularly for S-Corporations
Communicate effectively with clients via email, phone, Zoom, or Teams, ensuring clarity and professionalism
Qualification
Required
4+ years of experience preparing complex individual income tax returns (1040s, all schedules) and estates and trusts (1041) in a CPA firm environment
Bachelor's degree in Accounting, Finance, or related field required
Proficiency with tax preparation software (UltraTax, SurePrep, CCH, Drake, TaxWise, ATX, TaxAct, etc.)
Excellent verbal and written communication skills, with experience handling virtual client interactions
Self-motivated, detail-oriented, inquisitive, and a collaborative team player
Preferred
EA or CPA designation strongly preferred
Prior experience with complex business tax returns is highly preferred
Experience with book-to-tax adjustments is highly preferred
Experience with QuickBooks Desktop and Online (experience only required if supporting S-Corps)
Company
Ledgent
Ledgent Finance & Accounting, a business line of Roth Staffing Companies, provides temporary, temporary-to-hire, direct hire, and executive search services for finance and accounting positions.
Funding
Current Stage
Growth StageTotal Funding
$12.5M2000-09-20Series A· $12.5M
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