Experienced Tax Preparer

Experienced Tax Preparer

Help Wanted
  • Contact: NA
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Position Purpose

The Experienced Tax Preparer is responsible for the tax preparation of intermediate to complex client tax returns with precision and efficiency. This position will provide opportunity to work as a liaison between clients and the responsible CPA.

Position Responsibilities

  • Sort and prepare incoming tax work for scan process to assist in tax preparation
  • Input of scanned source documents to CCH tax software for intermediate to complex tax returns for individuals, businesses, non-profits, trusts and estates, provided by 7 CPAs
  • Self-review work for accuracy
  • Follow Silver Bridge processes for workflow, documenting & follow up of missing information
  • Communication with clients and CPAs regarding missing information
  • Communication with CPAs to update tax return status
  • Tax Research, if needed

Skills and Education

  • Bachelor’s Degree in Accounting and CPA certificate required
  • 4 years minimum public accounting experience
  • Experience preparing/managing multiple individual and business tax returns
  • Strong computer skills
  • Previous experience with Tax Software programs, CCH ProSystem fx or CCH Axcess preferred
  • Demonstrate excellent time-management skills and ability to multi-task
  • Ability to organize work and projects, prioritize and meet deadlines
  • Strong attention to details
  • Outstanding communications skills, both oral and written
  • Strong team work skills and the ability to follow directions
  • Proficiency and ability to keep within time budgets


  • Competitive pay based on experience
  • SIMPLE IRA retirement plan
  • Compensation for continuing education
  • CPA license renewal
  • Paid holidays and vacation
  • Medical benefits company plan

Flex-time available for work-life balance

Job Types: Full-time, Part-time


  • Tax Preparation: 3 years (Required)

Benefits offered:

  • Paid time off
  • Health insurance
  • Retirement benefits or accounts
  • Education assistance or tuition reimbursement

Hours per week:

  • 20-29
  • 30-39

Apply on InDeed

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