SEASONED INDIVIDUAL TAX PROFESSIONAL 1040S UPCOMING TAX SEASON
hace 14 días
Edison
Job Description About the Role We are seeking an experienced Personal Tax Professional to join our team for the 2026 tax season (January through April/May). This role focuses on individual federal tax return preparation and review (Form 1040 and related schedules). You'll work with a variety of clients—ranging from W-2 employees to high-net-worth individuals, some with complex income streams, investments, and deductions. PT after May is possible for the right candidate. 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 if 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 (e.g., 8863, 8889, 8960, 2210), • 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 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 Perks • Flexible scheduling with core hour expectations, • Supportive team environmentCompany DescriptionWe are a growing, client-focused CPA firm known for personalized service, integrity, and a commitment to excellence. We work with small businesses, professionals, and individuals, providing tax, accounting, and advisory services. We're seeking a highly organized, proactive, and personable assistant to support the owner directly — someone who enjoys being the go-to problem solver and thrives in a fast-paced, detail-driven environment.We are a growing, client-focused CPA firm known for personalized service, integrity, and a commitment to excellence. We work with small businesses, professionals, and individuals, providing tax, accounting, and advisory services. We're seeking a highly organized, proactive, and personable assistant to support the owner directly — someone who enjoys being the go-to problem solver and thrives in a fast-paced, detail-driven environment.