Tax Preparer - Business and S-Corporation Tax, Associate

Overview

We are seeking a Business Tax Preparer to support U.S. business tax compliance work, with an emphasis on small businesses and S-corporations. The role will organize client records, input tax-return data, prepare supporting schedules, roll forward prior-year workpapers, and identify missing information for review by an experienced tax professional.

The ideal candidate has practical experience with business tax returns or tax-support work. A CPA or Enrolled Agent credential is not required.

Responsibilities

Key responsibilities

• Organize business tax documents, prior-year returns, trial balances, general ledgers, fixed-asset schedules, payroll information, and owner records
• Prepare or input data for federal and state business tax returns under supervision
• Assist with Forms 1120-S and 1065, as applicable to the client base
• Support preparation of Schedules K, K-1, M-1, M-2, and other related schedules when assigned
• Tie tax-return inputs to the trial balance, general ledger, and supporting schedules
• Assist with book-to-tax adjustments, depreciation, fixed assets, shareholder or partner activity, and distributions
• Roll forward prior-year workpapers and verify changes before using them
• Identify missing information, unusual balances, and inconsistencies for reviewer follow-up
• Prepare organized workpapers and respond to reviewer notes
• Follow the firm’s tax software, e-file, document-retention, and confidentiality procedures

Qualifications

Required qualifications

• 1–3 years of hands-on U.S. business-tax preparation or tax-support experience
• Exposure to Form 1120-S, Form 1065, or related business-tax work
• Basic understanding of how accounting records support a business tax return
• Familiarity with trial balances, general ledgers, fixed assets, depreciation, and owner transactions
• Experience with professional tax software or comparable tax-preparation systems
• Strong Excel or Google Sheets skills
• Strong attention to detail and ability to follow workpaper instructions
• Clear written and spoken English for communicating questions to U.S.-based reviewers
• Willingness to work adjusted hours during tax season when required

Preferred qualifications

• Experience preparing S-corporation workpapers or K-1 data
• Exposure to shareholder basis, distributions, officer compensation, and accountable-plan items
• Exposure to partnership returns, state business returns, or business personal-property filings
• Experience working from QuickBooks or other small-business accounting records
• Experience in a U.S. firm or tax-preparation practice