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Real Estate Tax Preparer - Contract

TAYLOR BOOKKEEPING
Louisville, KY Full Time
POSTED ON 3/20/2025
AVAILABLE BEFORE 4/19/2025

Job Description

Job Description

Tax Preparer Contract

1099 Position)

Responsibilities :

Tax Preparation & Filing

  • Prepare business tax returns as assigned, following the established process map.
  • Provide timely client communication for questions and answers (Q&A).
  • Review returns with Lead Preparer, as requested.
  • Regularly track return progress in the shared drive.
  • Inform clients or employers about the tax preparation process.
  • Collect relevant financial records, including payroll reports and income statements.
  • Input financial data into tax return software.
  • Apply federal, state, and local tax laws to determine deductions and calculate amounts owed or refunded.
  • Complete and file tax documents with the appropriate agencies.
  • Represent clients with applicable agencies as required.
  • Review prior year documents to ensure all necessary information is obtained.
  • Collaborate with the bookkeeping team to finalize financial statements for tax preparation.
  • Submit returns via e-filing in Drake software.

Skills and Qualifications :

  • Required Certification : Must be a CPA (no exceptions).
  • Experience :
  • Over 5 years of current experience filing S Corporations, C Corporations, non-profits, and real estate business returns.

  • Familiarity with payroll adjustments.
  • Knowledge :
  • Comprehensive understanding of applicable tax laws, regulations, and deadlines.

  • Proficiency with tax preparation, word processing, and spreadsheet software.
  • Experience navigating IRS and other government platforms for tax return submission and confirmation.
  • Soft Skills :
  • Excellent customer service skills, including patience and flexibility.

  • Strong organizational skills, including time management and strategic thinking.
  • Exceptional written and verbal communication skills.
  • Keen attention to detail.
  • Compensation :

  • Individual Tax Returns : $200 per return ( $50 if Schedule E or C is included; total, not per schedule).
  • Business Tax Returns : $400 per return.
  • Payment Structure :
  • 50% paid upon data entry of client documents.

  • Remaining 50% paid upon IRS acceptance of the e-filed return.
  • Company Description

    Taylor Tax Strategy (Taylor Bookkeeping) is a forward-thinking accounting firm dedicated to providing tailored financial solutions to our clients. Specializing in Real Estate Investors & Blue Collar Companies, we offer tax strategy, bookkeeping, and tax preparation services. We prioritize excellence and trust in everything we do.

    At Taylor Tax Strategy, our core values shape everything we do.

    Hard Work : We believe in rolling up our sleeves and giving it our all. From tackling complex tax challenges to serving our clients with dedication, hard work is at the heart of our success.

    Fun : Work doesn't have to be boring! We infuse fun into everything we do, fostering a positive and vibrant atmosphere where creativity thrives and smiles abound.

    Giving : Giving back is not just a duty; it's a privilege. We're committed to making a positive impact in our community, whether through charitable initiatives or lending a helping hand to those in need.

    Initiative : We don't wait for opportunities; we create them. Taking initiative is part of our DNA, driving us to innovate, adapt, and exceed expectations every step of the way.

    Check out our website to learn more : Taylortaxstrategy.com

    Company Description

    Taylor Tax Strategy (Taylor Bookkeeping) is a forward-thinking accounting firm dedicated to providing tailored financial solutions to our clients. Specializing in Real Estate Investors & Blue Collar Companies, we offer tax strategy, bookkeeping, and tax preparation services. We prioritize excellence and trust in everything we do. At Taylor Tax Strategy, our core values shape everything we do. Hard Work : We believe in rolling up our sleeves and giving it our all. From tackling complex tax challenges to serving our clients with dedication, hard work is at the heart of our success. Fun : Work doesn't have to be boring! We infuse fun into everything we do, fostering a positive and vibrant atmosphere where creativity thrives and smiles abound. Giving : Giving back is not just a duty; it's a privilege. We're committed to making a positive impact in our community, whether through charitable initiatives or lending a helping hand to those in need. Initiative : We don't wait for opportunities; we create them. Taking initiative is part of our DNA, driving us to innovate, adapt, and exceed expectations every step of the way. Check out our website to learn more : Taylortaxstrategy.com

    Salary : $50

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