Part Time Tax Preparer -Individual Tax Returns

About Us:

We take pride in guiding individuals and families through today’s complex tax landscape with accuracy, professionalism, and care. We are a forward-thinking firm that embraces technology, values relationships, and invests in the growth of our team.

We are seeking a part-time Tax Preparer who specializes in personal income tax returns. This is an excellent opportunity for an experienced professional who wants flexibility, autonomy, and the chance to work with a supportive and collaborative team.

Key Responsibilities:

• Prepare and review individual tax returns (Form 1040 and related schedules).
• Analyze client financial data to ensure accurate and compliant return preparation.
• Assist clients with tax questions, deductions, credits, and planning opportunities.
• Organize and reconcile supporting documents, including payroll, investment statements, and other financial records.
• Manage fixed asset and depreciation schedules for individual sole proprietors when applicable.
• Utilize accounting software platforms (QBO, Xero, QB Desktop) to pull supporting data when necessary.
• Ensure timely and accurate filing of client tax returns.
• Maintain client confidentiality and deliver outstanding client service.

Qualifications:

• Minimum 3 years of tax experience in preparing individual income tax returns.
• EA or CPA designation strongly preferred (or actively pursuing).
• Proficiency with Ultratax CS.
• Familiarity with QBO, Xero, and QuickBooks Desktop required.
• Experience using CaseWare a plus.
• Strong knowledge of financial statements, payroll, and reconciliations.
• Experience with fixed assets accounting and depreciation schedules.
• Excellent organizational skills and high attention to detail.
• Strong communication and client relationship skills.
• Ability to work independently and manage multiple returns during busy seasons.

Why Join Us?:

• Flexible part-time schedule.
• Work with a supportive, growth-minded team.
• Opportunity to build strong client relationships in a professional, yet friendly, environment.
• Exposure to diverse tax situations and planning strategies.
• A culture that embraces innovation and efficiency.