Tax Prep Specialist

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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


About the Role

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.


Key Responsibilities

  • 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


Required Qualifications

  • 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

Express Office: Durham
5306 NC Highway 55
Suite 103
Durham, NC 27713
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