Tax Preparer

Job Description

This position is intended to evolve into a future Tax Practitioner, a leadership position designed to have a significant role in reviewing staff work, developing client rapport, and providing excellent client service during and after-tax season. We can accommodate a flexible schedule which includes a minimum of 50 hours per week during February 1st, 2026, through April 15th, 2026.

• 5+ years of tax preparation experience required
• Bachelor’s degree in accounting, Finance, or related field required; CPA license, Enrolled Agent
• 2+ years of experience in oversight and tax return reviewing
• Assistance with oversight of the office and workflow; implementing changes when needed
• Familiarity with CCH Pro System fx software preferred
• Strong computer skills, including proficiency in Microsoft Office and Adobe Cloud Services
• Knowledge of Internal Revenue Code
• Strong knowledge of both current-year and multi-year filings and IRS resolutions
• Abilities to organize projects, manage priorities, and meet deadlines
• Strong attention to details
• Strong interpersonal skills and team-oriented: our mission is to serve clients and to assist the team to make that happen.
• Must be authorized to work in the United States

• Prepare individual, estate, trust, C Corp, S Corp, 990PF and small business income tax returns
• Provide tax planning, consulting, and compliance services to a diverse client base
• Serve as primary point of client contact to request documentation and communicate information verbally and in writing
• Maintain client confidentiality and professionalism

Founded in 2014:
We are a small firm based in Rockville, Maryland that specializes in individual, trust, estate, and small business services. Our office culture stresses the value of teamwork and support for fellow employees, as good communication and a considerate work environment greatly contribute to successfully working both with clients and with each other.