Tax Preparer

Position Overview

We are seeking a knowledgeable and detail-oriented Tax Preparer to join our team. This person will work closely with our advisors and clients to provide year-round tax advice, prepare and file individual and small business tax returns, and contribute to integrated financial planning strategies.

Key Responsibilities

• Prepare and file federal and state income tax returns for individuals and small business clients.

• Analyze financial data to identify potential tax savings and strategies.

• Provide tax planning guidance that aligns with clients’ retirement and investment goals.

• Communicate with clients directly to gather tax documents and provide updates.

• Stay up-to-date with tax law changes and their implications for our clients.

• Collaborate with financial advisors to provide holistic, forward-looking financial advice.

• Maintain accurate records and ensure compliance with all tax reporting requirements.

Qualifications

• Proven experience as a tax preparer (3+ years preferred).

• CPA or Enrolled Agent (EA) designation strongly preferred.

• Strong knowledge of IRS regulations and tax laws.

• Experience with tax preparation software (e.g., Drake, Lacerte, UltraTax, etc.).

• Excellent interpersonal and communication skills.

• Detail-oriented with strong organizational skills.

• Ability to work independently and as part of a team in a client-focused environment.

Why Join Us?

• Be part of a respected and growing financial advisory firm.

• Make a meaningful impact in clients' lives by integrating tax strategy with retirement planning.

• Work in a collaborative and supportive team environment.

• Access to professional development and continuing education opportunities.

• Competitive compensation, health benefits, and potential for flexible/hybrid work arrangement