The desired skills, experiences, and values of the ideal candidate are:

  • 5+ years of individual income tax experience
  • CPA or EA designation, or desire to obtain, preferred
  • Proficiency with computer software
    • MS Word and Excel
    • Accounting CS, QuickBooks
    • Tax preparation software
  • Adept at conducting tax research
  • Superior client service and communication skills
  • Ability to manage multiple deadlines
  • Commitment to continuous learning & growth
  • Unwavering integrity

As a tax preparer you will be responsible for, but not limited to the following responsibilities:

  • Preparation of Individual and Estate tax returns
  • Conducting face-to-face tax interviews with clients
  • Researching tax laws and regulations
  • Assisting to minimize tax impact on clients
  • Responding to notices from tax authorities
  • Providing clients with a “wow” experience
  • Contribute to the success of the firm, our clients, and the community