Tax Preparer

We are seeking an experienced Tax Preparer for a direct-hire opportunity with a well-established, team-oriented financial services organization. This position offers performance-based bonuses, quarterly reviews with opportunities for compensation growth, and a strong, supportive workplace culture.

Day-to-Day Responsibilities

• Prepare federal and state individual and small-business tax returns.
• Review client documentation for accuracy, completeness, and missing information.
• Meet with clients to review completed returns and answer tax-related questions.
• Assist with amended returns, tax projections, and tax notices.
• Collaborate with tax professionals and financial advisors to support client needs.

Required Skills and Experience

• CPA or Enrolled Agent designation with an active PTIN.
• At least 2–3 years of professional tax-preparation experience.
• Experience preparing both individual and business tax returns.
• Strong client-service, communication, organizational, and analytical skills.
• UltraTax CS and QuickBooks experience preferred.

This is a direct hire position offering a strong compensation package, quarterly development and compensation conversations, and internal growth potential.