Tax Preparer (Lacerte experience, required) at Remote Raven. . Position Overview. . We are seeking a detail-oriented and experienced Tax Preparer to join our accounting firm. In this role, you will be responsible for preparing and reviewing individual, business, and/or trust tax returns with accuracy and full compliance with federal and state tax regulations. The ideal candidate holds an active CPA license and brings hands-on experience with Lacerte tax software. This is a role for a tax professional who takes pride in precision, stays current with evolving tax law, and is committed to delivering an exceptional experience to every client.. . Key Responsibilities. Tax Preparation & Filing. • Prepare federal and state income tax returns for individuals (Form 1040), corporations (Form 1120/1120S), partnerships (Form 1065), and/or trusts and estates (Form 1041) as applicable. • Accurately input financial data and supporting documentation into Lacerte tax software. • Review prior-year returns, financial statements, and source documents to ensure completeness and accuracy. • Identify applicable deductions, credits, and tax planning opportunities for each client. • Ensure all returns are prepared in compliance with current federal, state, and local tax codes. . Client Communication & Service. • Communicate professionally with clients to gather missing documentation, clarify financial information, and explain tax outcomes. • Respond to client inquiries regarding return status, tax notices, and filing questions in a timely manner. • Maintain a high standard of client service consistent with the firm's reputation for accuracy and professionalism. . Review & Quality Control. • Self-review completed returns prior to submission to ensure accuracy and minimize errors. • Collaborate with senior staff and managers during the review process to address questions and resolve discrepancies. • Stay current with changes in tax law, IRS guidance, and state tax regulations that affect client filings. . Documentation & File Management. • Maintain complete and organized client files including source documents, workpapers, and signed authorizations. • Track return status and deadlines to ensure timely filing and extension requests where needed. • Document tax positions and notes clearly within the return for review and audit trail purposes. • Adhere to firm protocols for document storage, version control, and client confidentiality. . Tax Planning Support. • Assist with quarterly estimated tax calculations and year-end tax planning for clients as directed. • Flag potential tax issues or planning opportunities to senior staff or management. • Support the preparation of tax projections and analysis for client consultations. . . Required Qualifications. . • Active Certified Public Accountant (CPA) license in good standing. • Proficiency with Lacerte tax software — this is the firm's primary tax preparation platform. • 2 or more years of experience preparing individual and/or business tax returns in a public accounting setting. • Strong working knowledge of federal and state income tax regulations. • High attention to detail with a commitment to accuracy in all work product. • Ability to manage a high volume of returns during peak tax season while maintaining quality and meeting deadlines. • Strong written and verbal communication skills for client-facing interactions. • Comfortable working independently in a remote environment with minimal supervision. . . Preferred Qualifications. . • Experience preparing a broad range of return types including 1040, 1120, 1120S, 1065, and 1041. • Familiarity with tax research tools such as Checkpoint, CCH IntelliConnect, or similar platforms. • Experience with additional accounting firm software such as QuickBooks, Practice CS, or document management systems. • Prior remote work experience in a public accounting environment. • Experience with multi-state tax filing and apportionment. . . Technical Requirements. . • Lacerte Tax Software — proficiency required. • Microsoft Office Suite — Excel and Word proficiency required. • QuickBooks or equivalent accounting software — preferred. • Secure, reliable home office setup with high-speed internet for remote file access and client communication. Company Location: Philippines.
Tax Preparer (Lacerte experience, required) at Remote Raven