Position Overview

Ledgent Finance & Accounting's client is currently seeking a highly skilled and detail-oriented Senior Tax Preparer in Georgia. This role is ideal for someone with extensive experience in preparing complex individual income tax returns, specifically 1040s, and will begin as a part-time position, expanding into full-time duties during peak tax season. The primary focus will be on individual returns, with opportunities to support estate and trust returns, as well as complex business tax returns, including C-Corps, S-Corps, Partnerships, and Nonprofits.

Responsibilities

• Prepare complex individual income tax returns, focusing on 1040s (all schedules) and additional work on estates and trusts (1041).
• Provide support with complex business tax returns, including 1120 (C-Corp), 1120S (S-Corp), 1065 (Partnerships), and 990 (Nonprofits).
• Perform book-to-tax adjustments and reconcile client records as needed.
• Assist clients with tax planning, projections, and strategic guidance.
• Resolve client tax issues at both federal and state levels.
• May assist clients with QuickBooks services (Desktop and Online), particularly for S-Corporations.
• Communicate effectively with clients via email, phone, Zoom, or Teams, ensuring clarity and professionalism.

Qualifications

• 4+ years of experience preparing complex individual income tax returns (1040s, all schedules) and estates and trusts (1041) in a CPA firm environment.
• Bachelor's degree in Accounting, Finance, or related field required; EA or CPA designation strongly preferred.
• Prior experience with complex business tax returns is highly preferred.
• Experience with book-to-tax adjustments is highly preferred.
• Proficiency with tax preparation software (UltraTax, SurePrep, CCH, Drake, TaxWise, ATX, TaxAct, etc.).
• Experience with QuickBooks Desktop and Online (experience only required if supporting S-Corps).
• Excellent verbal and written communication skills, with experience handling virtual client interactions.
• Self-motivated, detail-oriented, inquisitive, and a collaborative team player.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.