Tax Preparer

Job Description

Job Description

Forget the mundane, typical tax office. Managed by a dual-credentialed Enrolled Agent and United States Tax Court Practitioner (USTCP), our firm navigates intricate tax challenges with elite precision, strategic insight, and a sharp wit. To us, tax preparation is far more than data entry; it is a vital puzzle where meticulous accuracy shields our clients and drives our collective success.

We are seeking a proactive, sharp Tax Preparer who finds fulfillment in a perfect spreadsheet, takes deep pride in their craftsmanship, and is eager to advance within a premier firm.

What We Look For: The Non-Negotiables

If you match the description below, you are exactly who we are looking for:

• Tax Experience & Credentials: You bring 2+ years of experience in a professional tax office setting. You hold an active tax credential or possess deep familiarity with the industry (EA, AFSP, or a similar robust background).
• Extreme Attention to Detail: You don’t just spot typos; you actively "self-check" your work before anyone else ever sees it. Quality, precision, and bulletproof accuracy are your personal signatures.
• Personal Tax Integrity: Walk the walk. It is non-negotiable that you are fully compliant and 100% up-to-date with all of your own federal, state, and local tax filings.
• Professional Communication: You possess elite written and verbal communication skills. You can draft flawless, professional emails and manage sensitive client interactions with high emotional intelligence and expertise.
• Ownership & Innovation: You bring a proactive attitude and a sharp mind to the table. Instead of waiting to be told how to fix a problem, you treat every operational hurdle as a chance to refine and improve our internal systems.
• Technical Aptitude: You are a certified "power user" of Google Workspace and Microsoft Office, and you pride yourself on your ability to master new software platforms at lightning speed.
• Local Logistics: You have a valid driver’s license, active auto insurance, and a currently registered/inspected vehicle, making you ready and reliable for occasional professional errands.

The "Awesome to Have" Bonuses

• A strong bookkeeping and payroll background—specifically, mastery of QuickBooks Online and QuickBooks Payroll .

What You’ll Do (Responsibilities)

• Prepare accurate federal and state individual and business tax returns.
• Conduct meticulous self-reviews of financial documents and tax data to ensure zero-defect accuracy.
• Communicate directly with clients to gather necessary documentation, clarify information, and deliver updates with professional polish.
• Identify bottlenecks in our current workflows and propose/implement tech-driven solutions.
• Assist with local firm logistics and administrative errands as needed to keep the wheels turning smoothly.

Why You’ll Love Working Here

• Learn from the Best: Work directly with a USTCP—a rare and elite designation in the tax world. Your professional growth here will be fast-tracked.
• No Micro-management: We hire adults. If you prove you have the ownership and attention to detail we require, you will be given the autonomy to thrive.
• A Culture of Wit and Excellence: We take our work incredibly seriously, but we don't take ourselves too seriously. Expect a supportive, sharp, and engaging work environment.

Work Schedule & Culture

• Hours: 25 to 40 hours per week, scaling up to meet critical tax deadlines (including the October rush).
• Environment: A collaborative, inclusive, and highly productive in-office environment where self-motivation is noticed, rewarded, and groomed for advancement.
• Background Check: Must be willing to undergo a standard background check.

How to Apply

If you are a fast, accurate learner who thrives in a fast-paced environment and wants a role where your organization directly impacts the bottom line, we want to hear from you.

Judy Gilmer Tax Services is an equal opportunity employer. We provide employment opportunities to all individuals regardless of race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, protected veteran status, disability status, or any other status protected by law.

Judy Gilmer Tax Services is a small, woman-owned business with over 25 years of experience. We focus on serving individuals and small businesses, with a special expertise for military taxpayers. We offer opportunities for personal and professional growth and encourage proactive tax-education development. Our team is ready to teach you as much as you’re willing to learn.

Company Description

Judy Gilmer Tax Services is a small, woman-owned business with over 25 years of experience. We focus on serving individuals and small businesses, with a special expertise for military taxpayers. We offer opportunities for personal and professional growth and encourage proactive tax-education development. Our team is ready to teach you as much as you’re willing to learn.