Tax Preparer

At CSI Group, our mission is to remove financial uncertainty for America’s middle class. You’ll join a values-driven organization committed to accuracy, professionalism, and care—supporting families and small businesses during the most critical months of the tax year.

Seasonal | January – End of April | Remote/On-Site (Flexible)

CSI Group is seeking an experienced Tax Reviewer & Preparer to support our high-volume tax season from January through the end of April. This per diem role is critical to ensuring accurate, compliant, and timely preparation and review of both individual and small business tax returns—delivering an exceptional experience for the middle-class families and small businesses we serve.

In this hybrid role, you will prepare and review individual (1040) and small business returns, ensuring they meet IRS, state, and CSI Group quality standards. You will play a key role in both production and quality assurance, collaborating with advisors, preparers, and reviewers to help us deliver a best-in-class member experience during the busiest months of the year. Significant overtime is required and available throughout the peak of tax season.

• Prepare individual tax returns (1040) and related schedules
• Prepare small business returns, including Schedule C and supporting documents
• Perform detailed reviews of both individual and small business tax returns
• Verify accuracy of calculations, documentation, and tax positions
• Ensure compliance with IRS, state, and CSI Group standards
• Identify discrepancies and provide clear, constructive feedback to preparers
• Support Lead Advisors and Tax Preparers in resolving more complex tax matters
• Maintain timely turnaround to meet tax-season production demands
• Document all review notes and preparation details in Canopy, following internal workflows
• Uphold our mission of simplifying financial security for America’s middle class

• 3+ years of experience preparing and/or reviewing individual and/or small business tax returns
• Strong working knowledge of federal and state tax laws
• Experience with Pro Connect preferred (training provided if needed)
• Highly detail-oriented with strong communication and documentation skills
• Ability to work independently and collaboratively with advisors and preparers
• CPA, EA, or significant 1040/Business tax preparation experience strongly preferred

Associate

Temporary

Accounting/Auditing