US Individual Tax Preparer

About the role

A detail-oriented Individual Tax Preparer is sought to help prepare U.S. federal and state individual income-tax returns under the supervision of experienced tax professionals. The ideal candidate has 1-3 years of practical experience with Form 1040, organizing client documents, entering tax data and spotting missing information or discrepancies. A CPA or Enrolled Agent credential is not required.

Key responsibilities

• Organize and review client tax documents, prior-year returns, tax organizers and supporting information.
• Prepare and enter data for federal Form 1040 and state returns according to firm procedures.
• Process common items such as wages, interest, dividends, retirement income, brokerage, rental and self-employment income, education expenses and itemized deductions.
• Roll forward prior-year data, reconcile source documents with return entries and flag changes, missing documents and discrepancies.
• Identify unusual transactions and potential tax issues, and prepare clear questions for clients or the review team.
• Maintain accurate workpapers, address reviewer comments and follow procedures for tax software, e-file, quality control and document management.
• Protect taxpayer confidentiality and collaborate with senior tax professionals.

Required profile

• 1-3 years of hands-on experience in U.S. individual tax preparation or tax-support services.
• Ability to review prior-year returns and spot significant changes and issues.
• Strong attention to detail, organizational skills and ability to follow review procedures.
• Good written and verbal English, especially for documenting questions and talking to reviewers.
• Ability to meet deadlines and work extended or adjusted hours during tax season.

Required skills

• Practical knowledge of Form 1040 and common federal forms and schedules.
• Familiarity with tax preparation software such as CCH Axcess, ProSystem fx, UltraTax CS, Lacerte, Drake or ProSeries.
• Basic understanding of U.S. federal and state individual income-tax rules.
• Proficiency in Microsoft Excel or Google Sheets.
• Preferred: state return experience, Schedule C/E/D/K-1 and estimated tax exposure, and use of tax organizers, secure portals and e-file checklists.