K & B Business Services is seeking a currently licensed EA to join our 1040 seasonal tax preparation and filing team. The ideal candidate will be a self-motivated problem solver and have 10+ years of experience working in a tax practice preparing and filing tax returns for businesses and individuals. Attention to detail, accuracy and strong analytical skills are a must.

Your experience with Lacerte and Juno tax preparation software is preferred. Experience with Microsoft Excel and Quickbooks desktop and Quickbooks Online is highly desirable. Experience with Tax Dome is desired.

This position is eligible for hybrid work location (Portland, Oregon) or fully remote. 

To maintain compliance with industry standards and protect client data security, all final candidates for our Tax Preparer positions undergo a background check and credit review prior to their official start date.

RESPONSIBILITIES

Organize, prepare, review and file accurate 1040 tax returns and supporting documentation, both independently and in coordination with other team members and CPAs;

Use in-depth knowledge of taxation, handling complex returns, proactive tax planning, and IRS dispute resolution to help clients manage their tax obligations and options;

Review client financial records, including income statements and documentation of expenses, in order to accurately record and document tax returns.

Use best practices to create and retain work papers and documentation necessary to accurately analyze and complete client files;

Communicate effectively and promptly with clients and team members using secure software products and email;

Analyze tax information and financial concepts to identify potential deductions and credits for clients;

Maintain up-to-date knowledge of tax laws, regulations, and best practices;

Utilize accounting software, including QuickBooks, for accurate record-keeping and analysis;

Ensure all client information is kept confidential and secure in accordance with company information security policies and procedures.