Salary
💰 $38 - $40 per hour
About the role
- Review client information, supporting documents, and workpapers
- Identify missing information required to prepare a return
- Surface potential tax issues or areas requiring senior review
- Ensure returns move efficiently through the preparation workflow and meet filing deadlines
- Maintain organized notes, workpapers, and supporting documents in CCH Document
- Coordinate with team members to ensure team process, policy, and guidelines are followed
- Complete returns using CCH Axcess, in consultation with senior members of our team if needed
- Maintain client confidentiality; adhere to firm policies, IRS regulations, and professional standards.
Requirements
- Bachelor’s in Finance or Business; BS in Accounting preferred
- EA or CPA Preferred
- Minimum of 5 years’ experience preparing Individual (Form 1040) taxes for medium to high complexity tax situations
- 3+ years of concurrent experience preparing Trust, Estate, Gift, or small business (partnerships, LLCs, S-Corporation) tax returns would be a plus
- Experience with multi-state return preparation
- Foundational understanding of federal and state tax laws, regulations, and compliance requirements
- Strong financial and analytical skills, with the ability to interpret financial statements, asset transactions, and tax documents accurately
- Proficient in Microsoft Excel, including use of formulas and data analysis tools; experience with CCH Axcess or similar software
- Highly motivated to be an outstanding tax professional
- Collaborative; strong team-orientation
- Positive with solution-focused attitude
- Detail oriented
- Drive for results and excellence.
- Training and professional development
- 401k – with match and profit sharing
- Wellness programs and resources
- Worker's compensation
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax preparationIndividual tax returnsTrust tax returnsEstate tax returnsGift tax returnssmall business tax returnsmulti-state return preparationfinancial statement interpretationdata analysisIRS regulations compliance
Soft skills
collaborativeteam-orienteddetail orientedsolution-focusedhighly motivateddrive for resultsanalytical skillspositive attitudeorganizational skillscommunication skills
Certifications
Bachelor’s in FinanceBachelor’s in BusinessBS in AccountingEACPA