Tax Preparation Specialist

Job Summary

To support a growing advisory firm, the full-time Tax Preparation Specialist will independently manage client files, prepare accurate individual and business tax returns, and identify planning opportunities, all while working remotely within the Eastern or Central time zones.

Key responsibilities

• Independently manage assigned client files from document intake through completed return
• Prepare individual and business tax returns with accuracy, focusing on small business owners and high-net-worth individuals
• Identify potential planning opportunities during the preparation process and escalate them to the advisory team

Required qualifications

• 1 or more years of experience in public accounting or tax preparation
• Solid experience in preparing individual returns, with a preference for small business owners and high-net-worth individuals
• Strong fundamentals in tax law and preparation
• Ability to manage multiple client files and deadlines simultaneously
• Self-directed and accountable, with a proactive approach to feedback and problem-solving