Job Title: Experienced Tax Preparer (Clientele Base + EFIN Assistance Available)
Location: [City, State] – On-site / Hybrid options may be available

ABOUT US:

We are a well-established tax preparation and financial services firm dedicated to providing accurate, efficient, and client-focused tax solutions. Our team thrives on professionalism, integrity, and helping both individuals and businesses meet their tax needs with confidence.

POSITION OVERVIEW:

We are seeking an experienced Tax Preparer with an established clientele base to join our growing team. Whether you are an independent preparer looking for a professional office environment or someone seeking additional support and resources to better serve your clients, we want to hear from you!
For preparers with a client base of 100+ clients, we also offer EFIN Assistance to streamline operations and help you maximize your practice’s potential.

QUALIFICATIONS:

• Minimum of [2 years] proven tax preparation experience
• Established clientele base (required but not a deal breaker)
• PTIN required;
• Strong knowledge of federal and state tax codes
• Excellent attention to detail and organizational skills
• Ability to work independently and in a team environment

• Prepare and file individual and business tax returns accurately and timely
• Build and maintain strong client relationships with professionalism and confidentiality
• Provide guidance to clients on tax strategies, deductions, and compliance
• Stay updated on federal, state, and local tax laws and regulations
• Collaborate with firm leadership to ensure the highest level of service