Job summary

Senior Tax Preparer – Job Description

Position: Senior Tax Preparer
Department: US Tax Preparation

Overview:

The Senior Tax Preparer handles complex returns, oversees junior preparers, and ensures compliance with federal and state tax regulations.

Key Responsibilities:
    •    Prepare complex individual and business tax returns
    •    Review tax files prepared by preparers before review stage
    •    Ensure accurate reporting of investments, rental properties, crypto, etc.
    •    Maintain strong client relationships and answer tax-related queries
    •    Support workflow optimization and internal process improvements
    •    Mentor and train junior tax preparers

Qualifications:
    •    4+ years of US tax preparation experience
    •    Strong understanding of tax law and multi-state filings
    •    Excellent review and analytical skills
    •    Ability to handle high-volume and deadline-based work