Tax Preparer Seasonalf

Job Description

Tax Preparer (Seasonal)

Location: Office

Employment Type: Seasonal Full-Time (January–April 15)

Opportunity for Permanent Placement: Yes (based on performance and business needs)

At Potentia , we believe in a holistic approach to financial planning, investment management, and tax strategy. Five years ago, we expanded our mission by integrating tax preparation services directly into our firm, allowing us to deliver truly comprehensive client care. Today, our strong in‑house tax team has successfully navigated two acquisitions, refined our systems, and adopted powerful, cutting‑edge software to support scalable, high‑quality service.

We are seeking an experienced Seasonal Tax Preparer to support our team during busy season (January through April 15). This role is ideal for someone who thrives in a fast‑paced environment, values accuracy and collaboration, and enjoys contributing to an elevated client experience.

This is a seasonal position with the potential to convert to a permanent, full‑time role after April 15 , depending on performance, team needs, and business growth.

Potentia is a team of financial professionals dedicated to providing comprehensive financial planning, investment management, and tax services. Our tax team works closely with our wealth management professionals and independently to deliver expert‑level strategies that support the full financial picture for our clients.

Potentia Tax currently serves approximately 500 households with varying levels of complexity. Some clients work exclusively with our tax team; others are served across tax, wealth management, and trust services. Our elevated service model and deeply collaborative culture set us apart in the industry.

• Prepare primarily 1040 tax returns , with knowledge of 1041 returns as a plus
• Utilize Intuit Lacerte tax software efficiently for processing and reviewing returns (
  required )
• Use client‑provided data to prepare estimated tax projections for the following year
• Organize and mark work papers in accordance with internal procedures
• Organize source documents and ensure all inputs are complete, accurate, and properly classified
• Assist with extensions, amended returns, and follow‑up filings as needed
• Review client information for potential errors or discrepancies
• Review prior‑year returns to identify missing or inconsistent information
• Create missing information reports for internal review and client communication
• Prepare tax returns with a strong focus on accuracy and clean data entry
• Record and track time accurately using the practice management system
• Work collaboratively with team members to meet deadlines and manage workload
• Identify required tax‑team follow‑ups and communicate next steps clearly
• Support timely responses to client questions while maintaining Potentia’s tone, accuracy, and risk‑awareness
• Escalate complex issues to the Tax & Accounting Manager with a clear summary and recommendation
• Help ensure clients meet Potentia submission deadlines and avoid late filings/notices
• Maintain complete notes in CS so Admin can support scheduling, document collection, and client updates
• Create and manage tasks in the project management system when tax work or follow‑up is required
• Participate in internal training and process improvements, especially related to busy season execution
• Maintain a proactive mindset—identify bottlenecks early and communicate solutions

• 2–5 years of tax preparation experience
• Excellent verbal and written communication skills
• Proficiency with Lacerte Tax Preparation Software
• Strong ability to review source documents and ensure accurate data entry
• Strong written communication skills for professional client‑facing correspondence
• Detail‑oriented with the ability to meet deadlines in a fast‑paced, high‑volume environment
• Ability to follow internal workflows, document work clearly, and maintain organized work papers
• High standards for confidentiality and compliance

• Work in a professional and beautiful office environment with a collaborative and supportive team
• Strong opportunity for long‑term growth and leadership potential
• Flexible…