Tax Preparer

Our client is seeking a detail-oriented Tax Preparer with prior experience. The ideal candidate will support tax preparation, financial planning, client communications, and day-to-day administrative operations. This is a hybrid position.

• Assist with the preparation of individual and business tax returns by organizing financial documents and entering client information.
• Support financial advisors with client account maintenance, investment paperwork, and financial planning documentation.
• Communicate with clients to request tax documents, answer basic questions, and schedule appointments.
• Maintain accurate client records and ensure confidential information is securely managed.
• Prepare financial reports, spreadsheets, and supporting documentation for client meetings.
• Assist with bookkeeping, payroll, and other accounting-related tasks as needed. Stay current on tax regulations and financial industry best practices.
• Provide administrative support to the tax and financial planning teams while ensuring excellent client service.

• Previous experience in a tax, accounting, bookkeeping, or financial services role required.
• Associate's or Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
• Familiarity with tax preparation software and Microsoft Office Suite.
• Ability to prioritize multiple tasks while meeting deadlines during tax seasons.