Experienced Seasonal Tax Preparer

SGL Financial is an established wealth management, financial planning, and tax firm serving the Chicagoland area for more than 20 years. We provide investment management, financial planning, and tax preparation services under one roof, allowing us to deliver a comprehensive approach to helping our clients achieve their financial goals.

We are seeking an experienced Seasonal Tax Preparer to join our team during the upcoming tax season. This position is ideal for a tax professional who enjoys preparing high-quality returns, managing multiple priorities, and working as part of a collaborative team. Most of the work is performed behind the scenes, with occasional client communication as needed.

• Competitive pay of $45-$55 per hour
• Flexible schedule options
• End-of-season performance and reliability bonus of $1,500-$2,000
• Friendly, professional, and supportive team culture
• Opportunity for future seasonal or year-round opportunities
• Established client base and organized tax preparation process

• Unlimited snacks and beverages available in the office
• Complimentary Starbucks coffee machine to keep you energized
• Warm, welcoming work environment where contributions are recognized and appreciated
• Team bonding events, including monthly company-paid lunches, company outings, and happy hours

• Prepare individual federal and state income tax returns, including Forms 1040 and 1041
• Prepare returns involving Schedules A, C, D, and E
• Meet with clients to collect tax information and review completed returns
• Assist clients with tax-related questions and requests
• Prepare extensions, estimated tax payments, and tax projections
• Gather and maintain supporting tax documentation
• Deliver exceptional client service throughout tax season

• CPA or Enrolled Agent (EA) designation
• 3+ years of individual tax preparation experience preferred
• Strong knowledge of tax laws, compliance requirements, and tax preparation procedures
• Experience meeting directly with clients and discussing tax matters
• Experience with trust, partnership, or amended returns is a plus
• Pro Series experience is a plus
• Strong computer and Microsoft Office skills
• Excellent communication and organizational skills
• Ability to manage multiple priorities in a fast-paced environment

• Must be able to work onsite in our Buffalo Grove office during tax season
• Must be authorized to work in the United States

If you're an experienced tax professional looking for a flexible seasonal opportunity with a growing and client-focused firm, we'd love to hear from you.