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Seasonal Tax Preparer

United States, Cordova · Job Posted January 02, 2026
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Job Description

As a Seasonal Tax Preparer, you will be responsible for preparing and reviewing individual, business, and trust tax returns in compliance with federal, state, and local regulations. You'll assist clients in organizing their financial information, ensure the accuracy of all tax documents, and provide clear guidance on tax liabilities and potential refunds. Staying up to date with changes in tax laws is essential to maintaining compliance, and you'll work closely with both clients and internal wealth management teams to align tax strategies with overall financial goals, delivering a seamless and client-focused experience.

Job Responsibility

  • Preparing and reviewing individual, business, and trust tax returns in compliance with federal, state, and local regulations
  • Assisting clients in organizing their financial information
  • Ensuring the accuracy of all tax documents
  • Providing clear guidance on tax liabilities and potential refunds
  • Staying up to date with changes in tax laws
  • Working closely with both clients and internal wealth management teams to align tax strategies with overall financial goals
  • Delivering a seamless and client-focused experience

Requirements

  • Experience as a tax preparer with 2+ years of experience in tax return preparation
  • Proficiency in tax software and tools (e.g., Drake, TurboTax)
  • Familiarity with current IRS regulations and tax filing procedures
  • Strong attention to detail and organizational skills
  • Excellent communication and client service skills
  • Ability to work efficiently & effectively in a fast-paced, deadline-driven environment

What we offer

  • Medical, vision, dental, and life and disability insurance
  • Eligible to enroll in company 401(k) plan

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