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Tax Preparer

Avero

We are seeking an experienced Tax Preparer for a direct-hire opportunity with a well-established, team-oriented financial services organization. This position offers performance-based bonuses, quarterly reviews with opportunities for compensation growth, and a strong, supportive workplace culture.

Day-to-Day Responsibilities

  • Prepare federal and state individual and small-business tax returns.
  • Review client documentation for accuracy, completeness, and missing information.
  • Meet with clients to review completed returns and answer tax-related questions.
  • Assist with amended returns, tax projections, and tax notices.
  • Collaborate with tax professionals and financial advisors to support client needs.

Required Skills and Experience

  • CPA or Enrolled Agent designation with an active PTIN.
  • At least 2–3 years of professional tax-preparation experience.
  • Experience preparing both individual and business tax returns.
  • Strong client-service, communication, organizational, and analytical skills.
  • UltraTax CS and QuickBooks experience preferred.

This is a direct hire position offering a strong compensation package, quarterly development and compensation conversations, and internal growth potential.

Vacancy posted 3 days ago
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