Tax Preparer

Overview

This role involves preparing tax returns for high-income physician households, managing both business and personal returns within a team structure. The position requires handling a high volume of returns—between 150 and 250 annually—with a focus on accuracy and meeting strict deadlines. The role is demanding and fast-paced, requiring strong attention to detail and organizational skills.

Responsibilities

• Prepare all tax returns in your assigned pod accurately and on time for review by a Tax Manager.
• Manage your own queue, deadlines, and client communications.
• Develop expertise in tax planning areas such as S-corp optimization, depreciation and real estate strategy, multi-state nexus, and practice ownership.
• Collaborate closely with a Tax Manager to learn and grow toward managing your own pod.
• Maintain high standards of quality and organization to ensure clean files and smooth review processes.

Requirements

• CPA or EA certification, or actively pursuing certification with a firm timeline for completion.
• Minimum of 3 years of tax preparation experience, ideally including both individual and business returns.
• Demonstrated ability to work accurately and efficiently under high volume.
• Strong organizational skills with the ability to manage multiple clients and deadlines without oversight.
• Motivated to learn tax planning and advance into a Tax Manager role through performance and execution.

Preferred Qualifications

• Experience working with high-income clients and complex tax situations.
• Ability to thrive in a fast-paced, demanding environment.

Compensation & Benefits

Details on compensation and benefits are not provided in this description.

Location

Location details are not specified in this description.