Join Our Esteemed Tax Preparation Team!

We are thrilled to announce an opportunity for a Certified Public Accountant (CPA) or an Enrolled Agent to contribute to our esteemed tax department as a remote, full-time or part-time contract Tax Preparer for the upcoming 2025 tax season, spanning from late January through April. This position is tailored for professionals seeking seasonal employment during this high-demand period.

Why Choose Us?

We are a rapidly expanding, award-winning wealth management firm recognized for our dedication to serving corporate executives and professionals. Our mission centers on empowering clients to optimize their financial strategies, encompassing areas such as compensation, benefits, tax planning, retirement strategies, and investments. Our in-house tax team provides unparalleled service by delivering high-quality tax compliance and planning solutions.

Key Responsibilities
• Prepare federal and state tax returns for individuals and trusts.
• Estimate tax liabilities while guiding clients in understanding their tax responsibilities.
• Manage workflows and securely archive data and tax returns through a paperless system.
• Enter tax return information into Thomson Reuters Ultra Tax software.
• Collaborate with Thomson Reuters TaxCaddy and SurePrep to streamline processes.
• Conduct comprehensive tax research utilizing Thomson Reuters Checkpoint Edge.
• Work alongside the tax team and wealth managers to deliver exceptional service to our clients.

Required Skills
• Strong technology, research, and organizational abilities.
• Excellent written and verbal communication skills.
• Familiarity with Ultra Tax or Checkpoint tax research is advantageous.
• Ability to tackle creative challenges and meet stringent deadlines.

Qualifications
• Current Certified Public Accountant (CPA) or Enrolled Agent (EA) license.
• Bachelor's or Master's degree in Accounting is preferred.
• A minimum of 5 years of experience in preparing individual income tax returns.
• A genuine passion for research and analysis.
• A professional demeanor and appearance are essential.
• Must possess a reliable computer and internet connection for remote work.
• Candidates must reside in the U.S.

Career Growth Opportunities

This role presents the chance to engage in a dynamic environment, offering exposure to diverse financial strategies and client interactions. Such experiences can enhance your professional skills and pave the way for future opportunities within our firm.

If you are driven by tax preparation and aspire to make a significant impact in an innovative environment, we eagerly await your application!

Employment Type: Full-Time