An active CTEC certification or Enrolled Agent license, a valid PTIN, and current CTEC registration are required.
At least one year of experience preparing individual tax returns, including regular hands-on work on amended returns of varying complexity, including multi-state filings, self-employment, rentals, and itemized deductions.
Solid command of individual tax topics, schedules, and advanced scenarios.
Proficiency in accounting and tax software.
Ability to work under pressure and manage deadlines during busy seasons.
Strong communication skills to explain complex tax information to clients.
Enthusiasm for building client relationships and supporting sales and retention.
Responsibilities
Prepare and file individual tax returns (1040 series) and amended returns daily, handling a high-volume mix of cases from moderate to advanced complexity.
Handle sophisticated individual returns, including multi-state filings, self-employment income (Schedule C), rental properties (Schedule E), and itemized deductions.
Optimize returns to identify deductions, credits, and refunds while ensuring compliance.
Conduct in-depth financial analysis and tax research to identify savings opportunities and resolve compliance issues.
Provide clients with guidance on tax strategies, rules, and outcomes.
Stay current on federal, state, and local tax changes and apply them to client work.
The Tax Preparer role is a great fit for preparers with at least a year of experience in individual and amended returns who are looking to keep growing. The position involves preparing a steady volume of individual returns, with cases ranging from straightforward to more complex. It also includes structured training in corporate (1120/1120S) and partnership (1065) returns, offering a clear path to build new skills and advance within the firm.
What You’ll Do
Prepare and file individual tax returns (1040 series) and amended returns daily, working a high-volume mix of cases from moderate to advanced complexity.
Handle sophisticated individual returns, including multi-state filings, self-employment income (Schedule C), rental properties (Schedule E), and itemized deductions.
Optimize every return to unlock maximum deductions, credits, and refunds while ensuring full compliance.
Conduct in-depth financial analysis and tax research to spot major savings opportunities and resolve tricky compliance issues.
Deliver clear, confident guidance to clients on tax strategies, rules, and outcomes.
Stay ahead of evolving federal, state, and local tax changes and apply them directly to client work.
What You Bring
An active CTEC certification or Enrolled Agent (EA) license, a valid PTIN, and current CTEC registration (required).
1+ years of proven experience preparing individual tax returns, including regular hands-on work on amended returns of varying complexity (multi-state, self-employment, rentals, itemized deductions, and more).
Solid command of individual tax topics, schedules, and advanced scenarios.
Proficiency in accounting and tax software. ProSeries experience is a plus.
A sharp analytical mindset and close attention to detail.
The ability to thrive under pressure and manage deadlines during busy seasons.
Strong communication skills to break down complex tax information for clients.
Enthusiasm for building client relationships and supporting sales and retention.
Why You’ll Love Working Here
Growth - Structured training to master corporate and partnership returns, in a firm that invests in your professional development.
Variety - A steady stream of diverse, challenging cases that keeps building your expertise.
Uncapped Commissions - Earn more for every return you prepare, on top of your hourly rate.
Benefits - A comprehensive benefits package.
Apply now and elevate your tax career. Join a firm where your skills make a real difference and your growth is our priority.
Compensation
Hourly Pay: $27 – $34 per hour.
Commission: This position is also eligible for uncapped commissions earned on returns prepared, in addition to the hourly wage. Commission earnings are variable, based on individual production, and not guaranteed.
Total Compensation: The final hourly rate offered will depend on factors such as experience, skills, qualifications, and certifications. Commission earnings are paid pursuant to the Company’s applicable commission plan.
The pay range represents the good-faith range the Company reasonably expects to pay for the position upon hire. Commissions and bonuses are variable and are not guaranteed.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. is an Equal Opportunity Employer. We value diversity and encourage all qualified individuals to apply.