Experienced Tax Preparer

Money Concepts; Portsmouth (NH); On-site; USD 25,000 - 41,000; Full time

Job summary

Money Concepts International is seeking a Tax Preparer for a full-time or seasonal, on-site role in Saco, Maine. You will assist clients with preparing and filing individual and small business tax returns, reviewing documents and identifying deductions with clear explanations of tax implications.

Responsibilities include collaborating with advisors, staying current on federal/state tax changes, and delivering timely, professional service during and outside tax season.

Qualifications

• Strong tax preparation skills for individuals and small business.
• Ability to analyze financial statements to support accurate filings.
• Knowledge of tax law and current regulations for client situations.
• Understanding of finance principles related to tax planning.
• Attention to detail and proficiency with tax software and basic office apps.
• Clear written and verbal communication to explain tax concepts to clients.
• EA/CPA or tax preparer licensing preferred; prior tax/financial services experience beneficial.

Responsibilities

• Assist clients with preparing and filing individual and small business tax returns.
• Review financial documents and organize client records.
• Identify deductions and credits and explain tax implications.
• Collaborate with advisors and team members and stay updated on tax changes.
• Provide timely, professional client service during and outside tax season.

Skills

Tax prep skills

Financial analysis

Tax law knowledge

Finance principles

Attention to detail

Communication skills

EA/CPA preferred

On-site in Maine

Education

Certification/licensing preferred

Tools

Tax software

Job description

Role Description This is a full-time or seasonal, on-site Tax Preparer role based in Saco, Maine. The Tax Preparer will assist clients with preparing and filing individual and small business tax returns, ensuring accuracy and compliance with current tax laws and regulations. Daily responsibilities include reviewing financial documents, organizing client records, identifying potential deductions and credits, and explaining tax implications in clear, accessible language. The role involves collaborating with advisors and other team members, maintaining up-to-date knowledge of federal and state tax changes, and providing timely, professional client service during and outside of tax season.

Qualifications

• Strong tax preparation skills, with experience preparing individual and small business tax returns.
• Ability to analyze financial statements and related documentation to support accurate tax filings.
• Knowledge of tax law and regulations, with the capacity to interpret and apply current rules to client situations.
• Understanding of finance principles, including cash flow, income, and expense management relevant to tax planning.
• Attention to detail, strong organizational skills, and proficiency with tax preparation software and basic office applications.
• Effective written and verbal communication skills, with the ability to explain complex tax concepts clearly to clients.
• Relevant certification or licensing (such as EA, CPA, or tax preparer registration) preferred; prior experience in a tax or financial services environment is beneficial.
• Ability to work on-site in Saco, Maine, manage deadlines, and maintain confidentiality of all client information.