EA Tax Preparer - Client-Focused, Hybrid Role

Creative Financial Staffing, LLC; Shoreview (MN); Hybrid; USD 55,000 - 103,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking a Tax Preparer (EA required) in Shoreview, MN. This hybrid role focuses on preparing federal and state tax returns for individuals and small businesses, with emphasis on client service and accurate documentation.

You will work with a tax team to review results, discuss outcomes with clients, and ensure compliance with federal and Minnesota regulations. Prior EA, high-volume experience, and proficiency in Drake/Lacerte/UltraTax/ProSeries are preferred.

Qualifications

• Active Enrolled Agent (EA) credential required.
• 3+ years of professional tax preparation experience.
• Experience preparing individual and small business tax returns.
• Strong knowledge of federal and Minnesota tax regulations.
• Experience with Drake, Lacerte, UltraTax, or ProSeries.

Responsibilities

• Meet with clients to gather tax documentation and financial information.
• Prepare federal and state income tax returns for individuals and small businesses.
• Review completed returns with clients and explain tax outcomes clearly.
• Maintain accurate client records and ensure compliance with standards.
• Collaborate with tax specialists and financial advisors on complex matters.

Skills

Client service

Communication

Tax knowledge

Detail oriented

Education

Enrolled Agent (EA) credential

PTIN in good standing

CPA designation (preferred)

Tools

Drake

Lacerte

UltraTax

ProSeries

Job description

Creative Financial Staffing, LLC is seeking a Tax Preparer (EA required) in Shoreview, MN. This hybrid role focuses on preparing federal and state tax returns for individuals and small businesses, with emphasis on client service and accurate documentation.

You will work with a tax team to review results, discuss outcomes with clients, and ensure compliance with federal and Minnesota regulations. Prior EA, high-volume experience, and proficiency in Drake/Lacerte/UltraTax/ProSeries are preferred.