Tax Preparer

Tax Preparer (EA Required)
Location: Shoreview, MN; Hybrid
Employment Type: Full-Time, 40 hours per week
Compensation: $40.00/hr - $75.00/hr initial range, open to higher compensation based on Tax Preparation experience
About the Opportunity
Our client, a respected financial planning and wealth management firm in the Twin Cities, is seeking an experienced Tax Preparer to join its tax team. This position offers the opportunity to work directly with a diverse client base while preparing individual and small business tax returns in a collaborative, client-focused environment.


The ideal candidate combines strong technical tax expertise with exceptional client service skills and enjoys helping clients navigate complex tax situations.
Responsibilities Client Service & Consultation

• Meet with clients to gather tax documentation and financial information.
• Conduct client interviews to identify income sources, deductions, credits, and tax planning opportunities.
• Serve as a trusted resource throughout the tax preparation process.
• Review completed returns with clients and explain tax outcomes in a clear, professional manner.

• Prepare federal and state income tax returns for individuals and small businesses.
• Prepare and review:
  • Form 1040 Individual Returns
  • Schedule C Returns
  • Partnership Returns (1065)
  • S-Corporation Returns (1120-S)
  • K-1 Reporting
  • Estate and Trust Returns, as applicable
• Identify deductions, credits, and tax-saving opportunities.
• Electronically file returns and monitor acceptance status.
• Assist with tax-related questions, extensions, and follow-up requests.

• Maintain accurate and complete client records.
• Ensure compliance with federal, state, and firm standards.
• Collaborate with tax specialists and financial advisors on complex tax matters.
• Research and resolve tax issues as they arise.

• Active Enrolled Agent (EA) credential required.
• Active PTIN in good standing.
• 3+ years of professional tax preparation experience.
• Experience preparing individual and small business tax returns.
• Demonstrated ability to manage a high-volume tax workload.
• Strong knowledge of federal and Minnesota tax regulations.
• Experience with professional tax software such as Drake, Lacerte, UltraTax, ProSeries, or similar.
• Excellent communication and client relationship skills.

• CPA designation.
• Experience with:
  • Self-employed individuals
  • Rental properties
  • Multi-state tax returns
  • Retirees
  • Cryptocurrency transactions
  • Trust and estate taxation
• Experience working in a CPA firm, tax practice, wealth management firm, or financial planning environment.

• Established and growing client base.
• Client-facing role with meaningful impact.
• Collaborative and professional environment.
• Opportunity to work with a wide variety of tax situations.
• Competitive compensation based on experience.