Tax Preparer & Advisor

Twin Cities Tax is looking for a seasoned tax professional who thrives in a fast-paced, high-tech environment and loves solving complex problems for clients across five generations. If youre ready for a role where theres truly never a dull moment, this is your chance to shine! Must have strong Drake Tax and Drake Portal abilities.What Youll Do - Be a Tax Expert for our Clients / Build our TeamThe successful hire will be able to seamlessly integrate into our practice and handle complex tax preparation as well as day to day operations such as:Onboard clients using modern tools like Drake Portal and Google Workspace Formsboth in person and virtually.Collect payments and schedule appointments.Assist clients with questionnaires and interviews.Interpret & review for accuracy entry & prep of returns.Enter & analysis of comparative data from past returns.Perform 3-year comparison analyses to uncover trends and opportunities.Communicate in a motivating, caring way with Clients.Spot weak or incorrect positions in prior filings and motivate clients (with a playful touch!) to upgrade to stronger strategies that reduce compliance risks and set them up for long-term success.Review Returns/Consult with Clients prior to signing.What Were Looking ForExperience: Minimum 3 years in tax preparation.Tech Skills Sought:Drake Tax (or devotion to training yourself by Jan. 31)QuickBooks Online (QBO) ExcelGoogle Workspace AppsAndroid & Apple AppsMicrosoft Office Applications, Excel & WordDrake PortalsDrake Document Manager DesktopAdobe DC / E-SignMNUI Site - Paid LeaveMN E-ServicesIRS Tax Pro ToolsTHSCo-Pilot 365, Google Gemini WorkspaceGmail Workspace ToolsStrong commitment to WISP and IRC 7216 compliance.Ability to serve five generations of clientsrequires stamina, adaptability, and creative problem-solving.Attention to detail and a passion for staying updated on tax rules outside of the workplace to deliver strategies that fuel our growth.Collaborative mindsetyou love working with a tight team and its clients.Comfort in a paperless, high-tech office environment.Commitment to continuous learning and staying current with IRS and state regulations.Why Join Us?This isnt just a seasonal gigits a career opportunity with room to grow into management and six-figure earnings. At Twin Cities Tax, no two clients are alike, which means your work will always be interesting and impactful. Both Individual and businesses are part of each day.If this sounds like your kind of challenge, we want to hear from you!Take your tax career to the next levelapply now and become a valuable member of our dynamic team.
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