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Located in Durham, NC
Salary: $25-$35/hr.
Tax Preparation Specialist
Schedule: Full-Time, Monday–Friday, 8:30 AM–5:30 PM (Some Saturdays) Compensation: $25–$35 per hour, depending on experience
We are seeking a detail-oriented Tax Preparation Specialist to join our team. In this role, you will be responsible for preparing individual and business tax returns, supporting clients throughout the filing process, and ensuring accuracy and compliance with federal and state tax regulations.
This position requires prior tax preparation experience. Experience working directly with a CPA or in a CPA firm is highly preferred.
Prepare and review individual and business tax returns
Collect and organize client financial information
Ensure compliance with all applicable tax laws and regulations
Communicate with clients regarding tax documents, deadlines, and follow-up items
Assist with bookkeeping tasks when needed
Collaborate with CPAs and other team members to ensure accurate and timely filings
Maintain strict confidentiality of all client information
Previous tax preparation experience is required
Experience working with or for a CPA is strongly preferred
Proficiency with UltraTax and QuickBooks software
Strong understanding of federal and state tax regulations
Excellent attention to detail and organizational skills
Ability to manage deadlines and work efficiently in a fast-paced environment
Strong communication and client-service skills
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