Job Description
We acquired a CPA firm with several hundred individual and small business tax clients and are modernizing the operation. We are hiring a full-time tax preparer to handle preparation work inside a streamlined, tech-forward workflow. This is a year-round role. In addition to tax returns, we provide ongoing bookkeeping and accounting services, so work continues outside of tax season. Responsibilities: β’ Prepare individual tax returns including W-2, 1099, Schedule C, rentals, and multi-state β’ Prepare business returns including S-Corps, Partnerships, and basic C-Corps β’ Review client documents submitted through a portal and standardized checklists β’ Use modern software and AI-assisted tools to reduce manual data entry β’ Identify missing information and follow defined workflows to resolve issues β’ Coordinate with bookkeeping staff for accurate year-end data β’ Assist with extensions, amendments, and basic notices Requirements: β’ 3+ years of professional tax preparation experience β’ Active PTIN required β’ Experience with both individual and small business returns β’ Comfortable working in modern, cloud-based systems β’ Comfortable using automation and AI-assisted tax prep tools β’ Detail-oriented and able to manage volume efficiently β’ Full-time availability during US business hours Compensation: β’ Full-time, long-term role β’ Competitive pay based on experience How to Apply: Include a short summary of your experience, the types of returns you prepare, tax software used, and confirmation of an active PTIN. Apply tot his job