<p><strong>Job Description:</strong></p><p>An exciting opportunity is available for an experienced Tax Senior – Corporate professional. This role involves utilizing tax research skills and foundational knowledge to navigate potential tax issues, preparing tax documentation, and working with tax software to complete and review tax returns. The individual will also engage in tax planning, risk identification, and compliance activities. Key responsibilities include acting as the main client contact for general inquiries and overseeing the work of Tax Associates, providing guidance and performance feedback when necessary.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Gather data and prepare federal, state, and local tax returns for operating partnerships, S-corporations, and personal tax returns for business owners.</li><li>Conduct research and compliance analysis regarding state and/or local tax reporting requirements.</li><li>Draft responses to notices received from tax authorities.</li><li>Prepare tax returns using tax software applications.</li><li>Develop tax projections for quarterly estimates and extensions.</li><li>Analyze state tax positions to identify tax efficiencies, such as composite tax or PTE elections.</li><li>Recommend tax minimization actions based on personal circumstances.</li><li>Track tax return filing and payment deadlines to maintain compliance.</li></ul><p><strong>Supervisory Responsibilities:</strong></p><ul><li>Supervise and manage daily work assignments.</li><li>Provide written and verbal performance feedback for associates and interns.</li><li>Act as a mentor and leader to junior team members.</li></ul>
We are looking for a detail-oriented Tax Associate to join our team in Santa Barbara, California. This contract position offers an excellent opportunity to work closely with high-net-worth clients and gain hands-on experience in tax preparation and compliance. You will play a key role in preparing and reviewing various tax returns, conducting research, and collaborating with team members to ensure accurate and timely filings.<br><br>Responsibilities:<br>• Prepare federal and state tax returns for individuals, corporations, partnerships, and trusts, ensuring compliance with all relevant regulations.<br>• Analyze client financial documents and tax-related information to verify accuracy and completeness.<br>• Conduct thorough tax research to support complex preparation tasks and identify planning opportunities.<br>• Communicate with clients to address inquiries and provide guidance on tax documentation requirements.<br>• Collaborate with team members to manage deadlines and prioritize client projects effectively.<br>• Stay informed about changes in tax laws and regulations to ensure compliance and identify potential savings strategies.<br>• Participate in special projects such as estate planning, audits, and advanced tax planning initiatives.<br>• Support the review of tax returns and assist in mentoring entry-level staff as you gain expertise.
<p>We are looking for an organized and detail-oriented Associate to oversee the daily operations of our office in Chicago, Illinois. The ideal candidate will ensure smooth workflows, manage administrative tasks, and foster a positive work environment. This role requires a proactive approach to coordinating various functions while maintaining high standards of professionalism.</p><p><br></p><p>Salary Range: 120-200K</p><p><br></p><p>Benefits: M/D/V, 401K, PTO</p><p><br></p><p><em>Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.</em></p><p><br></p><p>Responsibilities:</p><p>• Oversee the daily operations of the office, ensuring efficient use of facilities and support staff.</p><p>• Organize and manage logistics for attorneys and staff to streamline workflows.</p><p>• Handle financial tasks such as bank reconciliations, accounts payable, and preparation of financial statements.</p><p>• Collaborate with external accountants to facilitate tax return preparation and compliance.</p><p>• Supervise audits, census processes, and management of profit-sharing and 401(k) plans.</p><p>• Review and compile necessary information for renewing firm insurance policies.</p><p>• Administer payroll processes for all employees, including partners and support staff.</p><p>• Evaluate lease agreements and coordinate with building management on safety protocols.</p><p>• Assist with billing operations and collaborate with the Billing Systems Administrator.</p><p>• Plan and support firm social functions and other related activities as needed.</p>
<p><strong>Job Description: Part-Time Tax Specialist (1+ Year Experience, Onsite)</strong></p><p><strong>Overview:</strong></p><p>We are seeking a motivated and detail-oriented Tax Specialist to join our CPA firm in a part-time, onsite capacity. This position offers 20–30 hours per week and the opportunity to work directly with individual and business clients, supporting them with their tax needs. The ideal candidate has at least one year of tax experience and is looking to develop their skills in a client-focused, professional environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review individual and business tax returns under the guidance of senior staff.</li><li>Assist clients with tax questions and provide support during tax season and throughout the year.</li><li>Organize and maintain client tax records, ensuring confidentiality and accuracy.</li><li>Conduct initial analysis of client financial data to identify potential tax deductions and credits.</li><li>Communicate with clients to collect necessary information and documents for tax filings.</li><li>Respond to client inquiries and support resolution of basic tax issues.</li><li>Stay updated on relevant tax regulations and firm policies.</li><li>Participate in team meetings, training, and collaborate with colleagues to deliver high-quality client service.</li></ul><p><br></p>
<p>We are looking for a skilled Tax Preparer to join our team on a long-term contract basis. This role is based near Mahwah, New Jersey, and offers flexibility for permanent positions or evening and weekend hours. The ideal candidate will have extensive experience in tax preparation and proficiency in using Drake Tax Software.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file individual tax returns accurately and efficiently.</p><p>• Utilize Drake Tax Software to manage and process tax documents.</p><p>• Review financial records to ensure compliance with tax regulations.</p><p>• Provide clients with expert advice on tax-related matters.</p><p>• Identify opportunities for tax savings and deductions during the preparation process.</p><p>• Maintain detailed and organized records of all tax filings and related correspondence.</p><p>• Keep up-to-date with changes in tax laws and regulations.</p><p>• Collaborate with clients to gather necessary documents and information.</p><p>• Address client inquiries and resolve tax-related issues promptly.</p><p>• Ensure strict confidentiality and security of client data.</p>
<p><strong>Interested? Let’s Connect!</strong></p><p>If this opportunity sounds like a great fit, apply today and send your resume to<strong> JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Investor Services Specialist – Premier Private Equity Firm</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an <strong>Investor Services Specialist</strong> to join a highly respected private equity firm. This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and can manage multiple priorities with ease. You’ll play a key role in investor operations, communications, and data management while driving technology initiatives and process improvements.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Investor Reporting</strong></p><ul><li>Prepare and distribute quarterly and annual reports, capital account statements, and fund financials</li></ul><p><strong>Operations & Communication</strong></p><ul><li>Monitor shared inboxes, coordinate investor communications, and assist with onboarding new funds and investors</li></ul><p><strong>Data & Systems</strong></p><ul><li>Maintain accurate investor data across CRM and fund accounting platforms</li><li>Support system enhancements and implementations (Investorflow, Allvue, Sensr)</li></ul><p><strong>Cross-Functional Collaboration</strong></p><ul><li>Partner with Investor Relations, Finance, and external consultants on ad hoc and strategic projects</li></ul><p><strong>Compliance</strong></p><ul><li>Coordinate AML/KYC documentation and tax forms with third-party service providers</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Identify opportunities to enhance reporting templates, workflows, and investor portal experiences</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive base salary + annual bonus</li><li>100% employer-paid medical, dental, and vision coverage</li><li>Generous retirement contributions and additional firm perks</li><li>Collaborative, hands-on manager who values clarity, structure, and organization</li><li>Free meals and a supportive, team-oriented culture</li></ul>
<p>We are offering a short-term contract employment opportunity for a <strong>Tax Preparer in Honolulu, Hawaii.</strong> Operating from our office, the successful candidate will be tasked with handling individual income tax preparations. This role is pivotal in maintaining our service standards and requires someone with experience in using various tax software, particularly Ultra Tax.<strong><u> If interested in this role, please call us at 808-531-8056. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.</u></strong></p><p> </p><p>Responsibilities:</p><p>• Processing individual income tax returns with precision</p><p>• Utilizing Ultra Tax software to assist in the preparation of tax returns</p><p>• Ensuring income tax compliance with all the relevant regulations</p><p>• Providing excellent customer service, handling inquiries, and resolving issues</p><p>• Conducting thorough data entry tasks to maintain accurate customer records</p><p>• Reviewing customer documents for completeness and requesting additional information when necessary</p><p>• Collaborating with the team to ensure a smooth tax preparation process</p><p>• Regularly updating customer records and monitoring accounts</p><p>• Ensuring all tax-related documentation is organized and readily accessible.</p><p> </p>
<p>Jennifer Fukumae with Robert Half is partnering with a privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference. If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p>We are offering a short-term contract employment opportunity for a <strong>Tax Preparer in Kaneohe, Hawaii.</strong> Operating from our office, the successful candidate will be tasked with handling individual income tax preparations. This role is pivotal in maintaining our service standards and requires someone with experience in using various tax software, particularly Ultra Tax. Active PTIN required. <strong><u>If interested in this role, please call us at 808-531-8056. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements. </u></strong></p><p> </p><p>Responsibilities:</p><p>• Processing individual income tax returns with precision</p><p>• Utilizing Ultra Tax software to assist in the preparation of tax returns</p><p>• Ensuring income tax compliance with all the relevant regulations</p><p>• Providing excellent customer service, handling inquiries, and resolving issues</p><p>• Conducting thorough data entry tasks to maintain accurate customer records</p><p>• Reviewing customer documents for completeness and requesting additional information when necessary</p><p>• Collaborating with the team to ensure a smooth tax preparation process</p><p>• Regularly updating customer records and monitoring accounts</p><p>• Ensuring all tax-related documentation is organized and readily accessible.</p><p> </p>
We are looking for a detail-oriented Tax Preparer to join our team in Chesapeake, Virginia. This Contract to permanent position offers an excellent opportunity for a motivated individual to contribute to a CPA firm while enhancing their tax preparation skills. The ideal candidate will have a strong focus on customer service, accuracy in data entry, and experience in preparing tax returns.<br><br>Responsibilities:<br>• Assist clients with tax preparation services, ensuring compliance with applicable laws and regulations.<br>• Review and analyze financial documents to accurately calculate tax obligations.<br>• Deliver personalized support to clients by answering tax-related questions and providing expert guidance.<br>• Enter client information into tax preparation software with precision and attention to detail.<br>• Maintain up-to-date knowledge of federal and state tax codes to ensure accurate filings.<br>• Collaborate with team members to address complex tax scenarios and find solutions.<br>• Identify potential deductions and credits to maximize client refunds.<br>• Monitor deadlines and ensure timely submission of all tax-related documents.<br>• Uphold confidentiality standards and safeguard sensitive client information.
<p><em>The salary range for this position is $95,000-$115,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Senior Tax Associate position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p>:<strong>Responsibilities</strong></p><ul><li>Prepare tax documents and assist on tax return preparation</li><li>Review and analyze financial statements</li><li>Manage workload and complete work to meet required regulatory deadlines</li></ul><p><br></p>
<p><strong>Key Responsibilities:</strong></p><ul><li>Collect and review financial records, such as income statements, expense documentation, and previous tax returns, to determine annual tax liability.</li><li>Prepare federal, state, and local tax returns for individuals, businesses, or organizations in compliance with applicable laws.</li><li>Identify potential tax deductions, credits, and liabilities to minimize client tax obligations.</li><li>Advise clients regarding tax planning, recordkeeping, and changes in relevant regulations.</li><li>Respond to client questions, provide tax advice, and resolve discrepancies or notices from tax authorities.</li><li>Maintain strict confidentiality and accurate records of all documentation and filings.</li><li>Stay informed of current tax laws, developments, and best practices.</li><li>Assist with electronic filing (e-filing) and submission of tax documents.</li><li>Coordinate with other accounting or finance professionals when necessary.</li></ul>
<p>We are looking for a skilled Tax Preparer to join our team on a contract basis in Kaneohe, Hawaii. This role involves preparing individual income tax returns while working closely with an experienced team to ensure accuracy and efficiency. The position requires a commitment to consistent hours, with potential overtime during peak periods, and includes on-site work in an organized office setting. To apply, please call us at 808-531-8056. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.</p><p><br></p><p>Responsibilities:</p><p>• Prepare individual income tax returns using Ultra Tax software or similar tax preparation tools.</p><p>• Ensure accuracy and compliance with tax regulations while processing 300-400+ returns during the season.</p><p>• Collaborate with a team of eight team members to meet deadlines and maintain high standards of service.</p><p>• Adhere to vaccination and safety protocols, including mask requirements, as mandated by company policy.</p><p>• Provide excellent customer service and address client inquiries regarding tax documentation and filing.</p><p>• Work regular hours with extended hours during peak periods and participate in half-day shifts on Saturdays starting mid-March.</p><p>• Maintain organized records and documentation for all tax filings.</p><p>• Utilize prior experience in tax preparation to contribute effectively to the team's workflow.</p><p>• Participate in team meetings and maintain communication with colleagues to ensure seamless operations.</p>
<p>Seasonal Tax Preparer (Contract)</p><p>CPA Firm – Rockland County, NY</p><p>Position Overview: Our client is a CPA firm in Rockland County and is seeking an experienced Seasonal Tax Preparer on a contract basis. This Tax Preparer will work closely with our professional team to deliver high-quality tax preparation and bookkeeping services for both individual and business clients, including high net worth individuals.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Prepare and review federal, state, and local individual income tax returns.</li><li>Prepare and review business tax returns (corporate, partnership, LLCs and S corps).</li><li>Assist with bookkeeping and accounting support for select high net worth clients.</li><li>Maintain organized documentation and workpapers in accordance with firm standards.</li><li>Communicate effectively with clients and team members to obtain necessary information and resolve inquiries.</li><li>Keep current with relevant tax codes, regulations, and industry developments.</li><li>Work with any major tax software (such as CCH, Drake, Lacerte, TaxAct or others; firm is open to diverse platforms).</li></ul><p><br></p>
<p>Seasonal Tax Preparer (Contract)</p><p>CPA Firm – Westchester County, NY</p><p>Position Overview: Our client is a CPA firm in Westchester County and is seeking an experienced Seasonal Tax Preparer on a contract basis. This Tax Preparer will work closely with our professional team to deliver high-quality tax preparation and bookkeeping services for both individual and business clients, including high net worth individuals.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Prepare and review federal, state, and local individual income tax returns.</li><li>Prepare and review business tax returns (corporate, partnership, LLCs and S corps).</li><li>Assist with bookkeeping and accounting support for select high net worth clients.</li><li>Maintain organized documentation and workpapers in accordance with firm standards.</li><li>Communicate effectively with clients and team members to obtain necessary information and resolve inquiries.</li><li>Keep current with relevant tax codes, regulations, and industry developments.</li><li>Work with any major tax software (such as CCH, Drake, Lacerte, TaxAct or others; firm is open to diverse platforms).</li></ul><p><br></p>
<p>We are seeking a detail-oriented and knowledgeable Tax Preparer to for a client to help from February through April 15th. The Tax Preparer will be responsible for preparing individual and business tax returns, assisting clients with tax planning, and ensuring compliance with all applicable federal, state, and local tax regulations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare federal, state, and local income tax returns for individuals, businesses, and organizations.</li><li>Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.</li><li>Identify potential tax credits, deductions, and liabilities to optimize client financial standing.</li><li>Ensure accurate, timely, and compliant submission of all tax-related documents.</li><li>Maintain up-to-date tax knowledge by researching changes in tax regulation and attending relevant trainings.</li><li>Respond to inquiries from clients and government tax authorities, providing exceptional customer service and support.</li><li>Assist clients with tax planning to minimize tax liability and maximize compliance.</li><li>Maintain client confidentiality in accordance with ethical standards and legal requirements.</li></ul>
<p>A Tax Preparer vacancy has just opened with a firm in the Downtown LA area. Interested candidates should apply through Robert Half. This role is a great match for candidates with superb time management skills and an eye for detail. As the Tax Preparer, you will be the person in charge of the preparation of simple and complex, individual, and small business State and Federal tax returns. If you're seeking a long-term contract, this opportunity could be for you. Don't wait - apply today! Call our office 213.629.4602 for consideration.</p><p>Key responsibilities</p><p>· Reply to incoming client calls to help with tax questions and set appointments.</p><p>· Produce other related duties and participate in special projects assigned.</p><p>· Arrange transaction tax returns manually utilizing various methods (Paper, E File, EDI Upload) with various government agencies.</p><p>· Compute and invoice for form preparation fees</p><p>· Type appropriate data into Tax software application</p><p>· Interact with clients to gather required information/documents.</p><p> </p>
We are looking for a motivated Public Staff Tax Accountant to join our team in Columbia, Maryland. This long-term contract role is ideal for someone eager to gain hands-on experience in tax preparation and accounting in a dynamic environment. The position offers opportunities to work on various tax filings, financial statements, and organizational tasks while collaborating with a dedicated team.<br><br>Responsibilities:<br>• Prepare federal and state tax returns for corporations, partnerships, individuals, and trusts.<br>• Assist with filing extensions, payment vouchers, and electronic file authorizations.<br>• Compile financial statements and create Excel trial balances using client-provided data.<br>• Maintain accurate and organized workpapers and digital files for all projects.<br>• Track and record work hours in practice management software daily.<br>• Provide regular updates on project progress and ensure deadlines are consistently met.<br>• Collaborate with team members to deliver high-quality accounting and tax services.<br>• Support clients by addressing inquiries and resolving tax-related concerns.
We are looking for an experienced Tax Preparer to support our firm during the upcoming tax season. This is a contract position based in Pittsburgh, Pennsylvania, with the possibility of becoming permanent depending on firm needs. The ideal candidate will have a strong background in individual tax return preparation and familiarity with industry-standard software.<br><br>Responsibilities:<br>• Prepare accurate and timely individual tax returns in accordance with current regulations.<br>• Utilize Lacerte Tax Software to efficiently manage and process tax filings.<br>• Review documentation provided by clients to ensure compliance and completeness.<br>• Communicate with clients to gather necessary information and answer tax-related questions.<br>• Stay updated on changes in tax laws and apply them effectively during preparation.<br>• Maintain confidentiality and safeguard sensitive client data.<br>• Assist in resolving discrepancies or issues related to tax filings.<br>• Work closely with team members to meet deadlines and ensure high-quality service.<br>• Provide recommendations to clients for tax-saving opportunities based on their financial situation.
<p>A Tax Preparer vacancy has just opened with a firm in the Downtown LA area. Interested candidates should apply through Robert Half. This role is a great match for candidates with superb time management skills and an eye for detail. As the Tax Preparer, you will be the person in charge of the preparation of simple and complex, individual, and small business State and Federal tax returns. If you're seeking a long-term contract, this opportunity could be for you. Don't wait - apply today! Call our office 213.629.4602 for consideration.</p><p>Key responsibilities</p><p>· Reply to incoming client calls to help with tax questions and set appointments.</p><p>· Produce other related duties and participate in special projects assigned.</p><p>· Arrange transaction tax returns manually utilizing various methods (Paper, E File, EDI Upload) with various government agencies.</p><p>· Compute and invoice for form preparation fees</p><p>· Type appropriate data into Tax software application</p><p>· Interact with clients to gather required information/documents.</p><p> </p>
<p>Are you an experienced Tax Preparer looking to join a dynamic team? Our company is seeking a detail-oriented professional with hands-on experience using Lacerte or CCH tax software.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare individual, corporate, partnership, and trust tax returns using Lacerte or CCH software.</li><li>Review financial records and documents to identify potential tax issues and opportunities.</li><li>Research federal, state, and local tax laws to ensure accurate tax compliance.</li><li>Communicate with clients regarding tax documents, deadlines, and preparation status.</li><li>Assist with tax planning and provide recommendations to clients.</li><li>Maintain confidentiality and compliance with company policies and industry regulations.</li></ul><p><br></p>
<p><br></p><p><strong>Location:</strong> Omaha, Nebraska | <strong>Type:</strong> In-Office, Contract for Tax Season</p><p>We are seeking an <strong>experienced Tax Preparer</strong> to join our team for the upcoming tax season. This part-time, in-office role is ideal for a detail-oriented professional who enjoys working in a collaborative environment and delivering exceptional client service.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare accurate and timely <strong>individual and small business tax returns</strong>, ensuring compliance with all applicable laws and regulations.</li><li>Review financial documents and gather necessary information to complete filings efficiently.</li><li>Utilize <strong>ProSeries Professional Tax Software</strong> to process and manage tax-related tasks.</li><li>Communicate professionally with clients to clarify information and address inquiries.</li><li>Stay current on tax law changes to ensure compliance and accuracy.</li><li>Identify and resolve discrepancies in tax documentation.</li><li>Collaborate with team members to maintain workflow and meet deadlines.</li><li>Safeguard sensitive client information and maintain strict confidentiality.</li><li>Provide guidance on tax-saving strategies and applicable deductions for both individuals and small businesses.</li></ul><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p><strong>About the Firm</strong></p><p>A purpose‑driven wealth management firm delivering holistic financial, investment, and tax services to individuals, families, and foundations. The firm emphasizes values‑based client service, impact, and community engagement, with offices across major U.S. cities. The tax team supports a sophisticated high‑net‑worth client base with tailored planning needs.</p><p><br></p><p><strong>The Role</strong></p><p>The <strong>Senior Tax Preparer</strong> is a key contributor within the tax team, responsible for accurate, high‑quality tax preparation and planning support. This role is ideal for an Enrolled Agent or tax‑focused CPA with strong experience serving high‑net‑worth individuals. The position is primarily focused on 1040 preparation during tax seasons, with planning, analysis, and client support work throughout the year.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare individual tax returns (1040‑focused); experience with 1041/1065 is a plus.</li><li>Communicate directly with clients to gather documents and ensure a smooth experience.</li><li>Prepare tax projections, estimated payments, and supporting analysis.</li></ul><p><strong>Benefits</strong></p><ul><li>Medical, dental, vision, life, and disability insurance</li><li>High‑deductible health plan with HSA</li><li>$75 monthly wellness allowance</li><li>Employee assistance program</li></ul>
<p>We are looking for an experienced Tax Preparer to join our team on a contract basis in the Crafton/Greentree area, Pennsylvania. This seasonal role offers an exciting opportunity to showcase your expertise in individual tax preparation while working in a detail-oriented and collaborative environment. The position is for the duration of the busy tax season and provides a chance to contribute with competitive pay.</p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate and timely individual tax returns in compliance with relevant regulations and standards.</p><p>• Utilize Relevant Tax Software to effectively manage and process tax documents.</p><p>• Review client-provided information to ensure completeness and accuracy of tax filings.</p><p>• Identify potential deductions, credits, and tax-saving opportunities for clients.</p><p>• Consult with clients to gather necessary financial data and address tax-related concerns.</p><p>• Stay updated on current tax laws and changes that may impact individual filings.</p><p>• Collaborate with team members to handle complex tax scenarios and ensure high-quality service.</p><p>• Resolve discrepancies and provide clear explanations regarding tax computations.</p><p>• Maintain confidentiality and secure handling of sensitive client information.</p><p>• Ensure all deadlines are met during the busy tax season.</p>
