Tax Preparer

Unlike many traditional tax firms, our workload is consistent throughout the year rather than concentrated primarily around tax season. You will work on a variety of current and prior-year tax returns, serve clients in multiple states, and build lasting relationships with the individuals and businesses who rely on our services.

The ideal candidate is comfortable working independently, collaborating with colleagues, and communicating directly with clients. Strong organizational skills and the ability to manage deadlines are essential.

Key Responsibilities

• Prepare accurate federal and state individual income tax returns (Form 1040), including current-year and prior-year filings.

• Prepare business tax returns, including corporate returns, as experience and training allow.

• Review financial records, supporting documentation, and client-provided information to identify the appropriate tax forms, deductions, and credits.

• Communicate directly with clients to obtain necessary information, answer questions, and explain tax-related matters professionally.

• Research tax laws and regulations to ensure accurate and compliant filings across multiple jurisdictions.

• Use tax preparation and practice management software to manage client information, prepare returns, and track workflow.

• Maintain the confidentiality and security of client information.

• Manage multiple assignments while meeting established deadlines and maintaining high standards of accuracy and quality.

Qualifications and Requirements

• Active Certified Public Accountant (CPA) or Enrolled Agent (EA) credential required.

• Bachelor's degree in Accounting or a related field.

• At least two years of tax preparation experience, with a strong emphasis on individual income tax returns (Form 1040).

• Familiarity with federal and state individual income tax filings; experience preparing returns in multiple states is a plus.

• Business tax preparation experience is preferred but not required for candidates with a strong individual tax background.

• Familiarity with Lacerte, Canopy, and QuickBooks is a plus.

• Strong written and verbal communication skills, including the ability to communicate directly with clients.

• Excellent attention to detail, organizational skills, and commitment to accuracy.

Ability to manage multiple assignments, meet deadlines, and work effectively both independently and as part of a team.

Benefits:

• Benefits:

  • Ongoing training and opportunities for career development

  • 401(k)

  • 401(k) matching

  • Health insurance

  • Dental insurance

  • Vision insurance

  • Paid Time Off

  • 6 paid holidays
    

    Schedule & Location

    Job Type: Full-Time
    Work Location: In Person
    Schedule: Monday–Friday, 7:30 AM–4:30 PM