Join Our Team as a Seasonal Tax Preparer at Financial Symmetry
Do you enjoy helping people with their taxes? At Financial Symmetry, our tax preparation services are in high demand. We’re looking for tax preparers to help with seasonal tax planning and preparation.
What You’ll Do:
You’ll team up with our in-house CPAs and tax planners to prepare individual federal and state tax returns. There’s potential for more work in the fall and a chance to move into a full-time role after tax season.
Schedule:
January through April: Up to 30-40 hours/week
October through December: Potential for more work
Flexible schedules available, but you need to commit to at least 20 hours/week during tax season
Onboarding and training start in late January/early February 2025
What We’re Looking For:
Detail-oriented and accurate
Comfortable with tax prep software (ProConnect and/or ProSeries preferred)
Experienced in preparing individual tax returns with multiple schedules
Proficient in Microsoft Outlook, Word, and Excel
Great organizational and communication skills
Team player who can deliver integrated tax services
Able to handle tight deadlines
Capable of managing competing deadlines for multiple clients
Required Skills & Experience:
Active CPA or Enrolled Agent certification, or at least 5 years of recent experience in preparing tax returns
Recent experience with personal tax returns for tax years 2022 or 2023
Experience with complex returns (individual, trust, partnership)
3+ years in accounting, finance, bookkeeping, or tax
Comfortable speaking with clients to gather necessary tax info
Completion of our aptitude and personality assessment here
Perks:
Flexible schedule
Paid holidays
Opportunity to transition to a full-time role
Ready to join a team that values your skills and supports your growth? Apply today via email – hgudac (at) financialsymmetry.com.
Heather is our Chief Operating Officer and partner with the firm. Heather is responsible for overseeing operations across our firm to enhance the quality of our client relationships. She began her career with Financial Symmetry in 2006 as an intern and became a shareholder in 2013.
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