Tax Preparer & Reviewer

Location: Lewes, DE
Employment Type: Full-Time
Work Arrangement: In-Office Preferred | Remote Considered for the Right Candidate
Compensation: Depending on experience

Position Overview

Our client, an established and technology-focused accounting firm, is seeking an experienced Tax Preparer & Reviewer to join its growing team.

The ideal candidate will have a strong background in tax preparation, tax return review, and client bookkeeping. This position involves working with individual and business tax returns, managing tax notices, maintaining client accounting records, and collaborating with team members across both in-office and remote environments.

The firm values accuracy, consistent client service, teamwork, and a willingness to adopt new technologies and processes.

Key Responsibilities

• Prepare and review individual income tax returns (Form 1040).

• Prepare and review corporate tax returns (Form 1120).

• Handle S corporation tax returns (Form 1120-S).

• Prepare and review partnership tax returns (Form 1065).

• Prepare and review trust and fiduciary tax returns.

• Prepare and review 1099 forms and gross receipts tax filings.

• Review and respond to client tax notices as they are received.

• Work with client accounting records using QuickBooks Desktop and QuickBooks Online.

• Perform bookkeeping activities on a monthly, quarterly, and annual basis for multiple clients.

• Collaborate with colleagues through in-person and remote communication to support daily work, training, and problem-solving.

Required Qualifications & Experience

• 5+ years of tax preparation experience preferred.

• Previous tax return review experience preferred.

• Working knowledge of QuickBooks Desktop and QuickBooks Online.

• Comfortable using video conferencing platforms, including Zoom and Google Meet, with the ability to share screens for collaboration and support.

• Familiarity with Windows File Explorer, Adobe Acrobat Pro, and Google-based applications.

• Ability and willingness to learn new software, technologies, AI-assisted tools, and internal procedures.

Preferred Software Experience

Experience with the following applications is beneficial:

• UltraTax

• SafeSend

• SurePrep

Candidates with a foundational understanding of tax preparation software and the ability to learn additional platforms will also be considered.

Ideal Candidate Profile

• Takes ownership of work and maintains high standards of accuracy.

• Demonstrates a strong commitment to client service and team collaboration.

• Willingly supports colleagues and contributes to shared responsibilities.

• Adapts comfortably to evolving technology, software, and procedures.

• Maintains a flexible and cooperative approach in a team-oriented environment.

Work Arrangement & Schedule

• Full-time position, with an in-office presence preferred.

• Remote work may be considered for the right candidate.

• Overtime opportunities are available after 40 hours per week during the tax season, from January 2 through April 15.

• Part-time hours may be available during the off-season upon request, once client work is completed and current.

• The office operates on a summer schedule and remains closed on Fridays during the summer months.

• Expected working hours generally range from 40 to 55 hours per week during applicable periods.

Benefits

• Flexible schedule

• Health insurance

• Retirement plan

• Paid time off

• Professional development assistance