Tax Preparer

This is not a remote position.

Dedicated workspace provided.

Tools, software and staff provided.

Wright Tax Services is looking for an experienced, client-focused Tax Preparer to join our team. We are looking for someone who takes pride in preparing accurate tax returns, works well within a team, and is interested in continuing to grow their tax knowledge and professional credentials.

This is not a remote position. The Tax Preparer is expected to work in our office during tax season. Our process is highly team-oriented and requires close collaboration with support staff and other tax preparers.

The right candidate should have a solid foundation in individual income tax preparation, strong attention to detail, and the ability to manage a steady workload during tax season. Just as importantly, we are looking for someone who is adaptable and willing to learn and follow our established tax preparation process.

We have intentionally structured this position so Tax Preparers can spend the majority of their time preparing tax returns and addressing substantive tax matters rather than administrative work.

Clients provide tax information through in-person appointments, drop-off returns, mail-in returns, and secure digital uploads. Not every client interaction will be face-to-face.

Primary focus: manage the assigned return workload and keep returns moving through the preparation process in a timely and organized manner, regardless of how information is received.

• Scheduling and rescheduling appointments
• Routine client follow-up and administrative communication
• Document coordination and organization
• Production and assembly of completed tax returns
• Electronic signature and delivery coordination
• Final delivery and related administrative follow-up

Serving existing Wright Tax Services clients will be the first priority of this position. With anticipated retirements within our tax preparation team, we expect the person in this role to gradually assume responsibility for servicing established Wright Tax Services clients.

We are looking for someone who has the capacity and desire to take on established client relationships, maintain a consistent preparation workload, and provide those clients with excellent ongoing service.

At the same time, we are supportive of the right person developing their own book of business over time, provided the needs of existing Wright Tax Services clients continue to be met. Client assignments and growth opportunities will depend on experience, capacity, business needs, and fit and are not a guarantee of any specific number of clients or amount of business.

Candidates should meet at least one of the following:

• Current CTEC registration and actively working toward becoming an Enrolled Agent (EA)
• Current Enrolled Agent (EA) designation

• Working as part of a tax preparation team
• Managing multiple returns at different stages of completion
• Working directly with tax clients
• Experience at a CPA firm, tax preparation company, accounting firm, or similar environment
• Ultra Tax CS or other professional tax software such as Lacerte, Pro Series, Drake, or similar platforms
• Federal and California individual income tax returns
• Returns involving investments, rental properties, self-employment, small businesses, or other situations beyond basic W-2 returns

• Prioritize the service and tax preparation needs of existing Wright Tax Services clients
• Maintain responsibility for an assigned workload and keep returns progressing throughout tax…