Wealth Enhancement Group

Seasonal Tax Preparer

Wealth Enhancement Group

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $38 - $40 per hour

Job Level

Mid-LevelSenior

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.
Benefits
  • 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
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