Job Description
Inspired Vision Accounting is a boutique tax and accounting firm committed to delivering personalized, high-impact financial solutions to individuals and small businesses. Our firm thrives on agility, innovation, and close client relationships. We’re currently seeking a seasoned Tax Preparer who not only excels at tax compliance and strategy but also thrives in a multifaceted role that contributes to firm operations and efficiency.
Position Summary
As a Tax Preparer, you’ll play a critical role in preparing and reviewing tax returns while also supporting administrative and operational initiatives. You will be a core team member in a small but dynamic environment, requiring a high level of technical proficiency, independence, and flexibility.
Key Responsibilities
Prepare and review individual, corporate, partnership, and other tax returns.
Perform tax research and communicate findings clearly.
Use and maintain tax software (e.g., Drake, UltraTax, ProSeries) and document management systems.
Support firm-wide operational improvements and help implement efficient workflows.
Assist with administrative tasks including document management, scheduling, client communication, and compliance tracking.
Collaborate with team members on client service, onboarding, and technology adoption.
Qualifications
3+ years of hands-on tax preparation experience.
Strong technical tax knowledge, including familiarity with the latest IRS regulations.
Proficient with accounting/tax software and digital document systems.
Experience working in a small firm or startup environment preferred.
Highly organized, adaptable, and capable of juggling multiple responsibilities.
Excellent communication and client service skills.
Willingness to support administrative and process-oriented tasks.
Preferred Skills
EA or CPA license (or working toward one).
Experience with cloud-based practice management systems (e.g., Canopy, Karbon, TaxDome).
Interest in continuous process improvement and tech integration.
Why Work with Inspired Vision Accounting?
Opportunity to grow with a forward-thinking firm.
Flexible work environment and schedule.
Close-knit, collaborative team culture.
Commitment to innovation and operational excellence.