Seasonal Tax Preparer
TULL, FORSBERG & OLSON PLC is a CPA firm based in Phoenix, and they are seeking a Seasonal Tax Preparer to support individual income tax return preparation during the busy season. The role focuses on accurate Form 1040 preparation and providing attentive client service.
Responsibilities
- Prepare federal and state individual income tax returns (Form 1040) and related schedules (including Schedules A, B, C, D, and E, as applicable)
- Gather, organize, and analyze client tax documents and information to ensure accurate and complete filings
- Identify applicable deductions, credits, and planning opportunities within the scope of the engagement while maintaining compliance with current tax laws
- Communicate with clients and internal team members in a clear, professional manner regarding questions, missing information, and return status
- Review work for accuracy before submission and assist with e-filing and basic notice or follow-up items as directed
Skills
- Prior hands-on experience preparing individual income tax returns (Form 1040 and related schedules) in a tax practice or similar setting is required
- Proficiency with professional tax preparation software CCH Axcess and solid general computer skills (Excel, document management, secure portals)
- Strong knowledge of current federal and Arizona individual income tax laws and filing requirements, with the ability to stay updated as rules change
- High level of attention to detail, strong organization skills, and the ability to manage multiple returns under tight deadlines
Company Overview