Seasonal Tax Preparer

Website TeamFSINC Financial Symmetry Inc.

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.

To apply for this job email your details to hgudac@financialsymmetry.com

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