TULL, FORSBERG & OLSON PLC · 1 week ago
Seasonal Tax Preparer
TULL, FORSBERG & OLSON PLC is a CPA firm based in Phoenix, and they are seeking a Seasonal Tax Preparer to support individual income tax return preparation during the busy season. The role focuses on accurate Form 1040 preparation and providing attentive client service.
AccountingConsultingFinancial ServicesRetirement
Responsibilities
Prepare federal and state individual income tax returns (Form 1040) and related schedules (including Schedules A, B, C, D, and E, as applicable)
Gather, organize, and analyze client tax documents and information to ensure accurate and complete filings
Identify applicable deductions, credits, and planning opportunities within the scope of the engagement while maintaining compliance with current tax laws
Communicate with clients and internal team members in a clear, professional manner regarding questions, missing information, and return status
Review work for accuracy before submission and assist with e-filing and basic notice or follow-up items as directed
Qualification
Required
Prior hands-on experience preparing individual income tax returns (Form 1040 and related schedules) in a tax practice or similar setting is required
Proficiency with professional tax preparation software CCH Axcess and solid general computer skills (Excel, document management, secure portals)
Strong knowledge of current federal and Arizona individual income tax laws and filing requirements, with the ability to stay updated as rules change
High level of attention to detail, strong organization skills, and the ability to manage multiple returns under tight deadlines