Tax Preparer


  • Prepare complex federal and multi-state individual tax returns for our high net-worth executive clients
  • Analyze tax data submitted by clients for accurate entry in tax processing software
  • Develop clear understanding of and comply with technical and administrative procedures
  • Communicate directly with financial counselors the information necessary to complete returns
  • Prepare amended returns and develop expertise in resolving tax disputes


  • Bachelor s degree with concentration in Finance or Accounting, including at least 3 credit hours of tax
  • One year of individual tax-preparation experience is preferred
  • Experience with multi-state, executive compensation, and high net-worth individual tax returns is preferred
  • CPA, MS Tax or EA is a plus
  • Familiarity with BNA, Fast Tax and GoSystem is a plus
  • Strong analytical and communication skills required

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