GENWEALTH 360
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Experienced Tax Preparer
role at
GENWEALTH 360
1 week ago Be among the first 25 applicants
About Us We are a dynamic tax planning firm that prioritizes strategic financial guidance for our clients, with tax preparation as a fundamental service. Our clientele includes high-net-worth individuals. We are seeking a skilled and detail-oriented Tax Preparer who thrives in a fast-paced environment and is eager to grow within our firm.
Benefits
401(k)
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Profit sharing
Training & development
Vision insurance
Work Arrangement In-Person Only
Hours 9:00 AM – 6:00 PM (extended hours during tax season may apply)
Responsibilities
Accurately prepare and review individual, business, foundation, and trust tax returns.
Enter and analyze financial data to ensure compliance with tax regulations.
Work closely with tax planning professionals to optimize client tax strategies.
Manage multiple client accounts efficiently while meeting deadlines.
Stay up to date with tax laws and industry changes to provide top-tier service.
Maintain strict confidentiality and professionalism in handling sensitive financial information.
Qualifications
Proven experience in tax preparation, particularly with high-net-worth individuals and complex returns.
Strong data entry skills with attention to detail and accuracy.
Ability to manage multiple tasks and prioritize work in a deadline-driven environment.
Familiarity with tax software and accounting systems.
Excellent communication skills and ability to work collaboratively with a team.
CPA or EA designation is a plus but not required.
Why Join Us?
Opportunity to grow and develop new skills within a supportive and knowledgeable team.
Work with a sophisticated client base and gain exposure to advanced tax planning strategies.
Competitive compensation and potential for career advancement.
Seniority level Mid‑Senior level
Employment type Full-time
Job function Accounting/Auditing and Finance
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Experienced Tax Preparer
role at
GENWEALTH 360
1 week ago Be among the first 25 applicants
About Us We are a dynamic tax planning firm that prioritizes strategic financial guidance for our clients, with tax preparation as a fundamental service. Our clientele includes high-net-worth individuals. We are seeking a skilled and detail-oriented Tax Preparer who thrives in a fast-paced environment and is eager to grow within our firm.
Benefits
401(k)
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Profit sharing
Training & development
Vision insurance
Work Arrangement In-Person Only
Hours 9:00 AM – 6:00 PM (extended hours during tax season may apply)
Responsibilities
Accurately prepare and review individual, business, foundation, and trust tax returns.
Enter and analyze financial data to ensure compliance with tax regulations.
Work closely with tax planning professionals to optimize client tax strategies.
Manage multiple client accounts efficiently while meeting deadlines.
Stay up to date with tax laws and industry changes to provide top-tier service.
Maintain strict confidentiality and professionalism in handling sensitive financial information.
Qualifications
Proven experience in tax preparation, particularly with high-net-worth individuals and complex returns.
Strong data entry skills with attention to detail and accuracy.
Ability to manage multiple tasks and prioritize work in a deadline-driven environment.
Familiarity with tax software and accounting systems.
Excellent communication skills and ability to work collaboratively with a team.
CPA or EA designation is a plus but not required.
Why Join Us?
Opportunity to grow and develop new skills within a supportive and knowledgeable team.
Work with a sophisticated client base and gain exposure to advanced tax planning strategies.
Competitive compensation and potential for career advancement.
Seniority level Mid‑Senior level
Employment type Full-time
Job function Accounting/Auditing and Finance
#J-18808-Ljbffr