Tax Preparer | Entry-Level or Experienced

We’re growing and looking to add Tax Preparers to our team — both experienced and entry-level. If you’re smart, organized, and want to work in an environment that’s collaborative, energetic, and actually enjoyable, keep reading.

This is a wealth management and tax strategy firm, not a stuffy, heads-down office. We work hard, move fast, support each other, and keep things professional without being boring. People here ask questions, share ideas, and genuinely like what they do.

What You’ll Be Doing

Preparing individual and business tax returns

Organizing and reviewing client documents

Working with private, sensitive information (discretion matters)

Communicating with clients to clarify details

Learning tax processes, systems, and strategy over time

Collaborating with a team that actually talks and works together

Who This Is Great For

Tax preparers with an active PTIN, or people willing to obtain one

Career-changers looking for something more stable and skill-based

Organized, detail-oriented people who like getting things right

Quick learners with good instincts and sharp minds

Self-starters who don’t need constant supervision

You don’t need a tax background if you’re motivated and willing to learn — we’ll train the right person.

The Opportunity

Competitive pay based on experience and training level

Support in obtaining a PTIN, if needed

Room to grow beyond basic tax prep into strategy, advisory, or leadership roles

Performance-based raises and increased responsibility over time

We’re interviewing now and moving quickly.

If you want to learn a real skill, work with a solid team, and grow in a firm that’s going places, we’d love to hear from you.

Reply with your email and a short intro about who you are and what you’re looking for.