Senior Tax Preparer

• Prepare individual tax returns (1040‑focused)
• Liaise directly with clients to gather documentation and ensure a seamless experience
• Prepare tax projections, estimated payments, and analysis
• Explain tax issues and compliance requirements directly to clients
• Stay current on tax law changes and identify planning opportunities
• Support internal advisors with tax education and insights
• Provide guidance across multiple tax areas (estate & gift, multi‑state, capital gains, 1031, QSBS, charitable planning, stock comp, etc.)

• Minimum 3+ years of tax preparation experience
• Enrolled Agent preferred
• CPAs with tax focus considered
• Must have hands‑on Lacerte experience
• Comfortable working directly with high‑net‑worth clients
• Strong understanding of complex tax topics (e.g., QSBS, OZs, gifting strategies, stock compensation)
• Excellent communication skills—both written and verbal
• High attention to detail, strong organization, and ability to prioritize
• Tech‑savvy and comfortable working independently
• Commitment to integrity and client‑first service

Experience with 1041/1065 a plus

• Medical, dental, vision, life, and disability insurance
• High‑deductible health plan with HSA
• Wellness allowance ($75/month)
• Employee assistance program
• 401(k) with 3% match
• Commuter benefits
• Parental bonding leave (up to 100% pay for 12 weeks)
• Bereavement leave (including pets)
• Birthday PTO
• Volunteer PTO (1 day per quarter)
• Learning & development stipend (up to $1,000 annually)
• Monthly cell phone allowance ($75/month)