Experienced Tax Preparer

About the role

We are a dynamic tax planning firm that prioritizes strategic financial guidance for our clients, with tax preparation as a fundamental service. Our clientele includes high-net-worth individuals. We are seeking a skilled and detail-oriented Tax Preparer who thrives in a fast-paced environment and is eager to grow within our firm.

Responsibilities

• Accurately prepare and review individual, business, foundation, and trust tax returns.
• Enter and analyze financial data to ensure compliance with tax regulations.
• Work closely with tax planning professionals to optimize client tax strategies.
• Manage multiple client accounts efficiently while meeting deadlines.
• Stay up to date with tax laws and industry changes to provide top-tier service.
• Maintain strict confidentiality and professionalism in handling sensitive financial information.

Qualifications

• Proven experience in tax preparation, particularly with high-net-worth individuals and complex returns.
• Strong data entry skills with attention to detail and accuracy.
• Ability to manage multiple tasks and prioritize work in a deadline-driven environment.
• Familiarity with tax software and accounting systems.
• Excellent communication skills and ability to work collaboratively with a team.
• CPA or EA designation is a plus but not required.

Benefits

• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Profit sharing
• Training & development
• Vision insurance

Compensation

$50,000.00 - $87,000.00 per year

Work Arrangement

In-Person Only
Hours: 9:00 AM – 6:00 PM (extended hours during tax season may apply)