Tax Preparer

Job Description

Tax Preparer

Location: Office
Employment Type: Full-Time (January–December)

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 Tax Associate who shares our vision for delivering elevated client experiences through thoughtful planning and preparation. The ideal candidate is a collaborative professional, who can support our team of preparers while actively developing the skills needed to manage their own client relationships over time. This role is well‑suited for someone with a growth mindset — eager to learn, open to feedback, comfortable with evolving processes, and motivated to take increasing ownership as the firm continues to grow.

We value team members who see change as opportunity and are excited to grow alongside a dynamic, forward‑thinking organization.

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 in accordance with internal procedures.
• Assist with extensions, amended returns, and follow‑up filings as needed.
• Review client information for potential errors or discrepancies.
• Review prior‑year returns to analyze and identify any missing information.
• Create missing information reports for internal review and client communication.
• Prepare tax returns with a focus on accuracy, ensuring no data entry errors.
• Record and track time accurately using the practice management system.
• Work collaboratively & assist other team members to manage workloads & meet deadlines.
• Identify required tax‑team follow‑ups, and respond promptly with clear next steps.
• Support timely responses to client questions while maintaining Potentia’s tone, accuracy, and risk‑awareness.
• Escalate complex matters to the Tax & Acctg Manager with a clear summary and recommendation.
• Help ensure clients meet Potentia’s 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 project management system when tax work or follow‑up is required.
• Participate in internal training and process improvements (especially around busy‑season execution).
• Maintain a proactive mindset — identify bottlenecks and communicate early.

• 2‑5 years of tax preparation experience.
• Excellent verbal and written communication.
• 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.