Experienced Federal Tax Return Preparer

If you do not have tax preparation exeprience, do not apply.

Temporary Part time

Qualifications

3 years of federal personal income tax return preparation

A Bachelor’s degree focused in accounting, or an additional 2 years of related training/experience in lieu of

Proficiency with Lacerte Software, Microsoft Office (Word, Excel), Outlook email and Google Calendar.

Detail oriented, self-motivated, organized and able to work efficiently and accurately alone and under pressure to meet deadlines

Pay/Benefits

Pay will be based on multiple factors, including and not limited to relevant experience/level and skillset

Flex time, referral bonuses, after season bonus, two free 1040 returns

Training for next level accounting, investment and financial planning

Responsibilities

Acts as an expert counselor and preparer in federal and state income taxes

Works directly with existing clients to service and prepare Federal (and state where needed) tax returns

Assists clients through the filing process

Ensures clients receive maximum service to reduce tax liabilities and the best customer service

The Team

Guided by our purpose and core values, we are creating an office with integrity and extreme customer service. Whether we use our expertise in accounting, financial counseling and planning, our shared desire to exceed expectations motivates us to achieve excellence each day. If you share our passion for creating an environment people want to come back to and tell their friends about, we want to hear from you.