Tax Preparer

About the Role

We are hiring a Tax Preparer with strong experience in individual tax returns.

This is a tax-first role. The primary responsibility is preparing 1040s. At the same time, the role offers flexibility depending on your background. Someone coming in as a tax preparer can grow into broader accounting responsibilities, while a more experienced Accountant, EA, or CPA can take on additional ownership and higher-level work.

The most important requirement is hands-on experience preparing tax returns.

• Prepare individual tax returns with a focus on 1040s
• Gather and review client documentation
• Follow up with clients to request missing information
• Answer client questions and provide basic guidance
• Assist with general office workflow when needed, including phones and client support
• Help with light bookkeeping when necessary to complete returns

Tax season is highly focused work. The majority of your time will be spent preparing tax returns.

• Support bookkeeping for monthly and quarterly clients
• Assist with payroll and sales tax filings
• Help catch up and maintain bookkeeping after tax season
• Review tax notices and help communicate next steps to clients
• Continue building client relationships and expanding your skill set

The off season is less intense, but still provides consistent work and opportunities to build additional skills.

• Experience preparing individual tax returns independently
• Strong understanding of how tax returns are structured and flow
• Prior experience in a tax office or similar environment
• Ability to communicate directly with clients

• Exposure to business returns
• Bookkeeping or accounting experience
• Familiarity with Quick Books, Xero, or similar software
• Experience with Pro Series or similar tax software

• EA or CPA is a plus but not required
• Candidates without credentials will absolutely be considered if they have strong tax preparation experience
• We are open to multiple levels:
• Tax preparers who want to grow their accounting skills
• Accountants who want to focus more heavily on tax
• Experienced EA or CPA candidates who want more flexibility and ownership

• Base salary ranges from 55,000 to 95,000 depending on experience
• Higher compensation is available for candidates with stronger tax experience or broader accounting capabilities
• Health insurance through Ameri Health
• SIMPLE IRA with employer match
• PTO starting at 15 days in year one and increasing over time
• Paid holidays with additional time off around major holidays

• Full time role with consistent 40 hour work weeks
• Tax season requires full in-office presence
• Off season offers flexibility including hybrid work options

• Fridays off for much of the summer
• Approximately 15 to 17 Fridays off per year
• Full time pay maintained throughout the year
• Small team environment with direct collaboration
• Office is a professional, client-facing space connected to the owner’s home with a separate entrance
• High level of autonomy balanced with team support

This role offers long-term growth for the right person. You will have the opportunity to expand your tax knowledge, take on more responsibility with clients, and potentially grow into a larger role within the business over time.

• A tax preparer who enjoys working directly on returns
• Someone with 1040 experience who wants more stability and growth
• An accountant interested in building deeper tax expertise
• A candidate looking for flexibility outside of tax season

• Candidates without hands-on tax preparation experience
• Candidates looking for fully remote work year round
• Candidates not comfortable working in a small, high-touch environment

This job is part of Linked In’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.