Audit and Tax Preparer

CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class.

Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidance accessible and affordable for all—because everyone deserves confidence in their financial future.

The Tax Preparer is responsible for all daily accounting tasks, including preparing tax documents and updating expense files. The Staff Accountant performs financial transactions and posts them in the general ledger, with strong attention to detail.

Maintain and update accounting records and files

Examine tax policies and handle tax payments and returns

Meet with clients to discuss confidential accounting issues

Post transactions and categorize records in the general ledger (e.g. by assets, liabilities and expenses)

Reconcile bank statements

Prepare documents for audits

Advise clients on financial issues via email or phone

Apply new accounting policies and ensure compliance with rules and regulations

Report to the Accounting Manager and work to improve financial processes

Education: High school diploma or equivalent; Associate's or Bachelor's degree in Accounting, Finance, or a related field is preferred.

CPA is a plus.

Experience: 1-2 years experience with high volume tax preparation and processing.

Strong understanding of tax preparation software and tax laws.

Excellent analytical, communication, and customer service skills; ability to work under pressure, especially during tax season.