Tax Preparer, B2B SaaS & Demand Generation
Overview
The SEO Title for Tax Preparer, B2B SaaS & Demand Generation is a 50-60 character job title that highlights the role and industry. This position leads tax preparation efforts for seasonal or full-time roles. It emphasizes ownership of processes and impact on client outcomes.
What You'll Do11
- 1Prepare individual (1040) and small-business tax returns Schedule C partnerships S-corps and others
- 2Review client financial information and supporting documentation for accuracy and completeness
- 3Conduct client interviews to gather accurate and complete information
- 4Advise clients on tax-related questions and basic planning opportunities
- 5Identify potential tax credits deductions and compliance issues
- 6Maintain detailed and confidential client records
- 7Enter and update data in tax preparation software
- 8Communicate with clients about missing documents or follow-up needs
- 9Assist with extensions amendments and tax projections as needed
- 10Ensure returns meet firm quality standards and IRS regulations
- 11Collaborate with administrative staff and other preparers to support office workflow during tax season
Requirements7
- 15+ years building ETL pipelines with Spark and Airflow
- 23-5 seasons managing complex client portfolios
- 3CPC Card certification preferred
- 4BCBA credential valued
- 5AWS Certified relevant experience
- 6PTIN required or ability to obtain before hire
- 7Background check and references required
Salary Insight
$67 - $81k per year
Location
Required Skills
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