We are seeking an experienced Personal Tax Professional to join our team for the 2026 tax season (January/Feb through April). This role focuses on individual federal tax return preparation and review (Form 1040 and related schedules). Work with a variety of clients—ranging from W-2 employees to high-net-worth individuals with complex income streams, investments, and deductions. PT after April is possible. Ideal for someone looking to work FT for a few weeks and PT thereafter, or perhaps tax season only.
Tax season is 7 days a week, plenty of time to get your hours in, even eves and weekends.
Key Responsibilities:
Prepare and review U.S. individual federal tax returns (Form 1040)
Handle schedules such as A, B, C, D, E, and related forms.
Conduct client interviews and follow-ups as needed
Ensure accurate and timely filings in accordance with IRS regulations
Maintain strict confidentiality and handle sensitive financial data
Communicate tax positions clearly to clients and internal team members
Qualifications:
Minimum 5+ years experience in personal tax preparation
Proficiency in federal tax law and current IRS codes
Strong experience with tax software, we use Lacerte
CPA or EA designation preferred but not required
Detail-oriented, deadline-driven, and client-service focused
Strong written and verbal communication skills
Ability to work independently and manage multiple returns simultaneously
Compensation is negotiable based on experience and skill level. On site is preferred.
We look forward to hearing from you and have a pleasant holiday season.
Jerry.
