Audit and Tax Preparer

Do you have a background in tax preparation and you love digging into a great tax puzzle just as much as you enjoy building relationships with clients? Are you someone who brings positive energy to the office, takes genuine pride in helping people, and wants to be part of a team that actually enjoys coming to work? We are a close-knit, growing financial services company based in the Las Vegas metro area, and we are adding a talented administrative tax professional to our growing team. You will work alongside financial advisors, senior tax professionals, and a support team that genuinely has each other’s backs. Cornerstone Wealth Management is a dynamic and respected financial services firm serving individuals, families, and business owners throughout the greater Las Vegas valley. We offer a full suite of services — from financial planning and investment management to comprehensive tax preparation and planning — all throughout Las Vegas. Our clients trust us with their financial lives, and we take that responsibility seriously while making the experience as smooth and enjoyable as possible.

Our Tax Services Division is growing rapidly, and we are building a team of sharp, people‑focused tax professionals to meet the demand. As a Tax Associate – you will be an integral member of our tax team, working directly with tax clients to help with all the administrative elements around tax preparation. You will collaborate daily with our financial advisors to ensure our clients receive cohesive, well‑coordinated guidance across both their financial planning and tax needs. Help the tax division prepare and file accurate individual (Form1040) tax returns for a diverse client base, including retirees, pre‑retirees, and small business owners

Assist with preparation of business entity returns including S‑Corporations(1120‑S), partnerships(1065), and LLCs

Support the tax team with trust and estate return preparation as needed

Conduct thorough tax interviews with clients to gather information and ensure nothing is missed

Identify tax‑saving opportunities and communicate planning ideas to clients and senior team members

Respond to IRS and state tax notices on behalf of clients in a timely and professional manner where applicable

Collaborate with financial advisors to coordinate tax‑efficient strategies around investments, retirement distributions, Roth conversions, and more

Stay current on tax law changes and share relevant updates with the team and clients

Minimum2–4years of tax preparation experience, ideally in a professional tax or financial services setting

Solid understanding of individual income tax preparation and familiarity with retirement‑related tax issues (RMDs, Social Security taxation, Roth conversions, Medicare surcharges)

Working knowledge of business entity tax returns (S‑Corps, partnerships, LLCs)

Experience with professional tax software such as Drake, or similar platforms

Excellent communication skills — you can break down complex tax concepts into plain language that clients actually understand

Team player who contributes positively to office culture and supports colleagues

Experience working in a financial advisory, wealth management, or financial planning environment

Familiarity with estate, trust, or gift tax returns

Background serving retirees, high‑net‑worth individuals, or small business owners

Experience handling IRS audits or appeals on behalf of clients

Performance‑based bonus opportunities

Health, dental, and vision insurance

Paid time off and paid holidays

Ongoing CE support and professional development reimbursement to keep your EA credential current

A fun, positive office culture where your work is genuinely appreciated

The chance to work alongside experienced financial advisors and expand your knowledge of holistic wealth management

A stable, client‑focused firm with deep roots in the Las Vegas community and a bright future ahead

#