Tax Preparation Specialist (High-Volume)

Job Description

Job Description

Company: Cox Advisory & Tax  Location: Lehi, UT (Hybrid Options Available)  Compensation: $60,000 Base Salary + Performance Bonus (Uncapped earning potential based on a 35% firmwide production model.)

About the Role

Cox Advisory & Tax is seeking a highly efficient, detail-oriented  Tax Preparation Specialist to join our team. We are a fast-paced, forward-thinking firm that leverages modern technology to deliver exceptional service.

We are looking for a true "task killer"—someone who thrives on executing a clear list of to-dos, diving into the numbers, and getting things done accurately and swiftly. In this role, you will be the engine of our tax production, expected to comfortably process a high volume of returns while capitalizing on our lucrative production bonus structure. If you are a focused professional who prefers keeping your head down, working through complex entity structures, and maximizing your income through high output, this is the perfect role for you.

Core Responsibilities

• High-Volume Tax Preparation: Accurately and efficiently input client data directly into Lacerte Tax Software for a high volume of individual and business tax returns.
• Trial Balance & Bookkeeping Adjustments: Review client financial data, map accounts to trial balances, and make necessary journal entries for bookkeeping errors or tax law adjustments.
• Complex Entity Management: Seamlessly navigate and process nested entity groups, including coordinating personal returns with multiple associated business returns and accurately handling K-1 inputs.
• Targeted Client Communication: Maintain a primary focus on production with highly limited client interaction. You will only reach out to clients to resolve specific, highly technical missing information (e.g., questionable bookkeeping categorizations) that an administrative team member cannot easily track down.
• Workflow Execution: Manage a continuous pipeline of tax tasks, ensuring accurate and timely completion to meet firm deadlines and maximize your production bonus.

Qualifications & Ideal Profile

• Experience: 2–4 years of hands-on experience in public accounting, specifically focused on tax preparation and trial balance adjustments.
• Software Proficiency: Deep expertise in Lacerte is highly preferred. Strong working knowledge of Excel and general bookkeeping principles is required. Familiarity with Canopy for workflow management and Microsoft Copilot for AI-assisted tasks is a major plus.
• Technical Knowledge: Proven ability to understand and process complex, multi-entity tax structures (C-Corps, S-Corps, Partnerships, and high-net-worth individuals).
• Hours: Expect mandatory overtime during peak tax seasons (Feb–April & Sept–Oct). In exchange, enjoy a highly flexible, reduced schedule (3–4 days a week) during off-peak months (e.g., May–August, November–December).
• Work Style: You are an autonomous operator who excels at working through a queue of tasks. You possess excellent written and verbal communication skills for targeted client inquiries but prefer production over constant client meetings.
• Drive: Highly motivated by performance-based compensation.