Tax Preparer

Our client is seeking a highly motivated and detail-oriented Tax Preparer to support tax compliance and planning efforts for individual and business clients, while serving as an important liaison to the wealth management team. This is a hybrid role with our client, where every team member contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience.

The team’s work ensures clients feel understood, cared for, and confident in their path forward. In this role, you will be a guardian of the firm’s story, bringing a calm, ambitious drive that elevates standards. You will embrace complexity as an opportunity for growth, prioritize human understanding alongside technical excellence, and translate complex information into clear, actionable guidance. A growth mindset and entrepreneurial spirit are essential to adapt to evolving client needs and pursue innovative strategies.

• Prepare and file individual and business tax returns, including Forms 1040, 1120, 1065, 990, and related schedules.
• Gather, review, and organize client financial information, including income statements, balance sheets, and supporting documentation.
• Research and interpret federal, state, and local tax laws and regulations.
• Identify, analyze, and resolve tax issues and discrepancies.
• Advise clients on tax planning strategies and opportunities for tax savings.
• Collaborate with wealth management and tax planning teams to support comprehensive client solutions.
• Develop and manage key client relationships, acting as a trusted point of contact for tax-related matters.

• Bachelor's degree in Accounting, Finance, or a related field preferred.
• Enrolled Agent (EA), Certified Public Accountant (CPA), or other relevant professional certification preferred.
• 2-8 years of experience in tax preparation.
• Strong knowledge of federal, state, and local tax laws and regulations.
• Proficiency in tax software (Tax Caddy, Onvio, Ultratax) and Salesforce is a plus.

Disclosure:
The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.