Position Overview
Description We are looking for a detail-oriented Tax Preparer to support individual tax filing needs in Lake Oswego, Oregon. This is a Contract position focused on preparing accurate returns, organizing client financial information, and assisting with extension-related work during peak tax periods. The ideal candidate is comfortable working with 1040 forms, compiling income and expense data in Excel, and translating financial details into complete tax filings.
Responsibilities:
• Prepare and review individual income tax returns, with an emphasis on Form 1040 filings.
• Assist with tax extension processing and help ensure required submissions are completed on time.
• Organize source documents and convert client records into clear digital files for tax preparation purposes.
• Build income and expense summaries for Schedule C filers and rental property reporting using established templates.
• Compile financial data in Microsoft Excel and transfer finalized figures ...