Licensed Tax Preparer

Job Description

Job Title: Tax Preparer – CPA, EA, licensed

About Us:
We are a growing boutique tax firm that prides itself on delivering personalized, high-quality tax and accounting services in a collaborative, supportive environment. Our team values professional excellence with a genuine commitment to work-life balance.

Position Overview:
We’re seeking a Local Licensed CPA or EA, with a minimum of 3 years tax preparation experience, to join our team. This position is full-time during tax season (Jan-Apr, Aug-Oct) and flexible for the remainder of the year, making it an excellent opportunity for professionals seeking a balanced schedule.

This position begins as an in-person position, for training. Remote work may be possible for the right candidate after in-personal trial period.

Responsibilities:

• Preparing and reviewing individual and business tax returns
• Build and maintain strong, professional relationships with clients
• Collaborate with team members to ensure timely and accurate filings
• Stay up to date on federal and state tax regulations and compliance requirements

You’re Perfect for This Role If:

• You have 3 - 5 years of experience preparing individual and business tax returns, preferably using Ultra Tax software.
• Credentials of CPA or EA designation, PTIN registration
• You’re detail-oriented, organized, kind of obsessed with accuracy and love spreadsheets.
• You are familiar with Google & Microsoft Suite, Ultra Tax, Onvio, Sage, Quick Books, Quicken, and cloud-based portals.

What You Get:

• Competitive salary DOE and credentials. 401(k) with company match. Health, dental and life insurance. Generous paid time off.
• Flexible hours, even during tax season. We are big fans of work-life balance, even as tax professionals.
• Training, support, and continuing education

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