Job Description

Job Description

If you’re a tax pro who’s tired of being stuck in “just prep,” living in one narrow niche, or cranking out returns with zero context—this is your spot.

We’re not a traditional tax preparation firm. We’re a Tax Advisory firm first. That means our clients don’t just want a filed return—they want a trusted professional who helps them make smarter decisions all year long. And yes, you’ll still prepare returns... but you’ll also advise, problem-solve, and help clients build better outcomes. We serve individuals and businesses with complex tax situations , and our team works across many return types—so you’ll keep learning, keep growing, and keep your work interesting.

What you’ll do

Tax Preparation (done right)

• Prepare and review a variety of federal, state, and local tax returns for individuals and businesses.
• Work with complex scenarios such as multi-state filings, pass-through entities, K-1s, rental/real estate activity, basis issues, and more.
• Ensure accurate, complete workpapers and clean documentation for every return.
• Identify missing data, inconsistencies, and red flags—then communicate clearly to resolve them.

Tax Advisory (where the fun starts)

• Hold advisory-style conversations with clients to uncover planning opportunities (not just “what happened last year”).
• Translate tax law into practical strategy: “Here’s what this means, and here’s what we should do.”
• Develop proactive planning ideas such as:

• * Entity optimization and compensation strategy
  

  • Estimated tax planning and cash flow forecasting
  • Year-end planning (timing, deductions, credits, elections)
  • Real estate and investment tax considerations
  • Retirement and long-term planning coordination (in partnership with outside advisors)

Client Experience & Relationship Management

• Build trust fast—clients should feel calmer after meeting with you.
• Communicate professionally and efficiently through meetings, email, and our client portal.
• Help clients stay organized with clear requests, deadlines, and next steps.

Team & Process Improvements

• Contribute to better workflows, templates, checklists, and systems.
• Keep learning—tax changes, best practices, software improvements, and smarter planning approaches.

What we’re looking for

• Solid tax prep experience (individual + business preferred).
• Comfortable working with complex returns and digging into details.
• Strong communication skills—able to explain complicated topics in plain English.
• A proactive mindset: you naturally look for “what’s the opportunity here?”
• Organized, reliable, and client-service oriented.
• Interest in learning advisory work (or already doing it and want to do more).

** Preferred (not required):**

• EA, CPA, or actively pursuing credentials.
• Experience with S-corps, partnerships, and multi-state filings.
• Prior advisory/planning experience.
• Strong tech comfort (tax software, portals, workflows, spreadsheets).

Why this role is different (and better)

• You won’t be boxed into one tax niche.
• You’ll work on a wide variety of returns and scenarios.
• You’ll be part of an advisory-first firm where your thinking matters.
• You’ll have real client relationships—not transactional prep-only interactions.
• You’ll grow into a higher-value tax professional (and get compensated like one).

Perks & benefits (we actually mean it)

We take care of our people—because tax season is intense and talent matters.

• Competitive pay (based on experience + value you bring)
• Performance incentives - bonuses
• Flexible scheduling options (especially outside peak season)
• Paid training and professional development support if needed
• Supportive team culture and modern systems (portal-based, organized, efficient)
• Opportunity to grow into leadership and high-level advisory work
• Health insurance, retirement match, PTO, remote days, summer Fridays etc.]

The kind of person who thrives here

You love tax—but you love solving puzzles more than mindless production. You want to be respected as a professional, not treated like a form-filler. You enjoy people, you enjoy strategy, and you want a career path that goes beyond “next return.”

Company Description

Why Work With Us?

At our tax consulting and tax preparation firm, we take pride in creating a supportive and collaborative work environment where each team member can grow and thrive. As a member of our team, you’ll have the opportunity to work alongside experienced professionals and make an impact within a company that values your expertise and contributions.

Company Description

Why Work With Us?\r\n\r\nAt our tax consulting and tax preparation firm, we take pride in creating a supportive and collaborative work environment where each team member can grow and thrive. As a member of our team, you’ll have the opportunity to work alongside experienced professionals and make an impact within a company that values your expertise and contributions.