Tax Preparer Senior - Business and S-Corporation Tax

Overview

We are seeking a Senior Business Tax Preparer with strong experience preparing U.S. business tax returns, especially S-corporation returns and related individual reporting. The Senior Tax Preparer should be able to work from trial balances and general ledgers, analyze book-to-tax differences, prepare and review supporting schedules, identify shareholder-level issues, and escalate technical questions appropriately.

Responsibilities

Key responsibilities

• Prepare and review federal and state business tax returns, primarily Forms 1120-S and 1065 as applicable
• Analyze trial balances, general ledgers, financial statements, fixed-asset schedules, payroll records, and prior-year tax returns
• Prepare and review business-tax workpapers and schedules, including depreciation, book-to-tax adjustments, M-1 or M-3 support when applicable, K-1s, and shareholder or partner activity
• Analyze S-corporation items such as shareholder distributions, basis support, officer compensation, shareholder loans, reimbursed expenses, and accountable-plan activity
• Tie return inputs to the client’s books and document unresolved differences
• Identify issues involving state filings, apportionment, payroll, estimated taxes, nexus, or owner reporting for escalation
• Review associate-level work for completeness, consistency, and adequate documentation
• Prepare clear questions for clients and concise escalation summaries for the CPA or tax manager
• Assist with extensions, estimates, amended returns, notices, and tax-organizer follow-up as assigned
• Track deadlines and workflow status across multiple business returns
• Follow firm procedures for review, e-file authorization, data security, and workpaper retention

Qualifications

Required qualifications

• 4–7 years of practical U.S. business-tax preparation experience
• Strong experience with Form 1120-S and related shareholder reporting
• Working experience with Form 1065 is preferred or required when relevant to the client portfolio
• Ability to work from trial balances, general ledgers, financial statements, and supporting schedules
• Strong understanding of book-to-tax adjustments, depreciation, fixed assets, K-1 reporting, and owner activity
• Experience with at least one professional tax software platform
• Ability to review workpapers and identify missing support or inconsistent reporting
• Strong Excel or Google Sheets skills
• Strong written and spoken English and the ability to explain issues clearly without overclaiming
• Ability to work independently while escalating technical or judgment-sensitive matters appropriately

Preferred qualifications

• Experience with multi-state business returns or state apportionment support
• Experience with S-corporation shareholder basis and distribution workpapers
• Exposure to partnership allocations, capital accounts, guaranteed payments, or partner basis
• Experience with tax notices, amended returns, extensions, estimates, or business personal-property filings
• Experience reviewing or coaching junior tax preparers
• Prior experience in a U.S. firm, client-accounting-services practice, or tax outsourcing environment