Tax Preparer

Summary

Craige Jenkins Liipfert & Walker LLP

Company Description:

Craige Jenkins Liipfert & Walker LLP is the oldest law firm in North Carolina, established in 1832, with a deep commitment to serving clients across generations. Based in Winston-Salem, NC, the firm is recognized as a pre-eminent law firm in the state and prides itself on its tradition, excellence, and dedication to client service. Our attorneys, including certified specialists in various legal areas, prioritize continuing education to provide exceptional legal expertise. We focus on practice areas such as Estate Planning, Probate Law, Elder Law, Real Estate, and Family Law, among others. The firm’s legacy and reputation are built on its longstanding ties to the community and a history of outstanding legal service.

Job Summary:

We are seeking to hire a full-time tax preparer to join our tax practice group. Ideal candidates will be detail-oriented, comfortable interacting with clients, and organized. This position will involve preparation of tax returns, reviewing financial documents, drafting correspondence, communicating with clients effectively, closely tracking deadlines, and working closely with estate administration and estate planning attorneys and staff. This is a unique opportunity to join a robust and varied tax practice in a law firm setting, while training under a very experienced and personable CPA who plans to retire in the next few years. The position is primarily onsite with flexibility for remote work.

Responsibilities/Job Duties:

• Preparation of tax returns using professional tax software, including federal Forms 1040, 1041, 5227, 706, and 709, as well as corresponding state returns as applicable. Forms 1041 are prepared throughout the calendar year for a large volume of probate estate matters, simple trusts, grantor type trusts, and complex trusts.
• Manage filing deadlines for fiduciary income tax returns, federal estate tax returns, individual income tax returns, and gift tax returns.
• Electronically file or mail tax returns and extensions.
• Regularly correspond with clients in a professional and timely manner.
• Investigate and respond to notices from the Internal Revenue Service and the North Carolina Department of Revenue.
• Make phone calls to the IRS and the NCDOR as necessary.
• Work closely with estate administration and estate planning attorneys and staff.
• Work with attorneys and staff in other departments in the firm as needed.
• Work with clients’ investment advisors for tax planning.
• Meet with clients and the responsible attorney as needed to address tax compliance matters.
• Administrative tasks, including e-mailing, scanning, printing, and filing.
• Handle confidential and sensitive client information with care and professionalism.
• Proactively follow up with attorneys and clients.
• Continue to help lead the tax practice group toward a paperless workplace.

Required Qualifications:

• Excellent time management skills.
• Ability to work independently and within a team.
• Strong oral and written communication skills.
• Proficiency in Microsoft Office, particularly Excel.
• Relevant tax preparation experience.
• CPA License preferred but not required.

Benefits:

• Health, vision, dental, life, and disability insurance.
• Retirement plan with employer match.
• Generous paid time off.

Job Description

Craige Jenkins Liipfert & Walker LLP

Company Description:

Craige Jenkins Liipfert & Walker LLP is the oldest law firm in North Carolina, established in 1832, with a deep commitment to serving clients across generations. Based in Winston-Salem, NC, the firm is recognized as a pre-eminent law firm in the state and prides itself on its tradition, excellence, and dedication to client service. Our attorneys, including certified specialists in various legal areas, prioritize continuing education to provide exceptional legal expertise. We focus on practice areas such as Estate Planning, Probate Law, Elder Law, Real Estate, and Family Law, among others. The firm’s legacy and reputation are built on its longstanding ties to the community and a history of outstanding legal service.

Job Summary:

We are seeking to hire a full-time tax preparer to join our tax practice group. Ideal candidates will be detail-oriented, comfortable interacting with clients, and organized. This position will involve preparation of tax returns, reviewing financial documents, drafting correspondence, communicating with clients effectively, closely tracking deadlines, and working closely with estate administration and estate planning attorneys and staff. This is a unique opportunity to join a robust and varied tax practice in a law firm setting, while training under a very experienced and personable CPA who plans to retire in the next few years. The position is primarily onsite with flexibility for remote work.

Responsibilities/Job Duties:

• Preparation of tax returns using professional tax software, including federal Forms 1040, 1041, 5227, 706, and 709, as well as corresponding state returns as applicable. Forms 1041 are prepared throughout the calendar year for a large volume of probate estate matters, simple trusts, grantor type trusts, and complex trusts.
• Manage filing deadlines for fiduciary income tax returns, federal estate tax returns, individual income tax returns, and gift tax returns.
• Electronically file or mail tax returns and extensions.
• Regularly correspond with clients in a professional and timely manner.
• Investigate and respond to notices from the Internal Revenue Service and the North Carolina Department of Revenue.
• Make phone calls to the IRS and the NCDOR as necessary.
• Work closely with estate administration and estate planning attorneys and staff.
• Work with attorneys and staff in other departments in the firm as needed.
• Work with clients’ investment advisors for tax planning.
• Meet with clients and the responsible attorney as needed to address tax compliance matters.
• Administrative tasks, including e-mailing, scanning, printing, and filing.
• Handle confidential and sensitive client information with care and professionalism.
• Proactively follow up with attorneys and clients.
• Continue to help lead the tax practice group toward a paperless workplace.

Required Qualifications:

• Excellent time management skills.
• Ability to work independently and within a team.
• Strong oral and written communication skills.
• Proficiency in Microsoft Office, particularly Excel.
• Relevant tax preparation experience.
• CPA License preferred but not required.

Benefits:

• Health, vision, dental, life, and disability insurance.
• Retirement plan with employer match.
• Generous paid time off.