Duration: Early February through April 15 (approximately 10 weeks)
About Us
Our practice is a boutique tax practice serving high-net-worth individuals and family-owned businesses, primarily in the professional services industry. We provide high-touch tax compliance, strategic planning, and year-round advisory services. Our practice is fast-growing, detail-oriented, and committed to delivering exceptional client service with a personal touch. We are a team-oriented, family-friendly office with a warm and collaborative culture.
Position Summary
We are seeking an experienced seasonal tax preparer to join our team for the 2026 tax season. This role is ideal for someone who has strong technical tax skills, enjoys being part of a supportive team, and can contribute immediately with minimal supervision. Hours are flexible and can be adjusted around your schedule.
Responsibilities
Primarily prepare individual income tax returns (1040)
Prepare S-corporation, partnership, trust, or other returns if you have experience in those areas
Review client documents and perform accurate data entry into Lacerte
Flag missing items, issues, or planning opportunities for the team
Communicate professionally internal team members
Assist with extensions, estimated payments, and general tax support during the season
Qualifications
Minimum 3 to 5 years of recent experience preparing individual tax returns
Experience with pass-through or trust returns is helpful but not required
Working knowledge of Lacerte preferred
Ability to work independently while contributing to a team environment
Strong attention to detail and problem solving skills
What We Offer
Flexible hours that can accommodate another job or personal schedule
Hybrid or remote work options for experienced candidates
Competitive hourly compensation based on experience
A friendly, collaborative, family-oriented team that works well together
The opportunity to work with a modern, growing boutique firm serving sophisticated clients
How to Apply
Please send your resume, your availability for February through April 15, and a brief summary of your tax preparation experience.
