Seasonal Tax Preparer

McAdams Group, LLC; Memphis (TN); On-site; USD 25,000 - 41,000; Part time

Benefits offered by this job

Competitive pay

Collaborative work environment

Flexible seasonal position

Job summary

A financial services firm in Memphis is seeking a Seasonal Tax Preparer to handle tax return preparation and ensure compliance with regulations. This role requires over 2 years of relevant experience and proficiency in tax software such as Drake and TurboTax. The successful candidate will assist clients in organizing financial documents and provide valuable insights into tax liabilities. This temporary position offers competitive pay and is ideal for those looking to work during the busy tax season.

Qualifications

• 2+ years of experience in tax return preparation.
• Proficient with tax software and tools.
• Familiar with current IRS regulations and tax filing procedures.
• Attention to detail and organizational skills.
• Excellent communication and client service.
• Ability to work in a fast-paced, deadline-driven environment.

Responsibilities

• Prepare and review individual, business, and trust tax returns.
• Ensure compliance with federal, state, and local regulations.
• Assist clients in organizing financial information.
• Deliver a seamless, client-focused tax season experience.

Skills

Tax return preparation

Communication skills

Attention to detail

Client service skills

Organizational skills

Tools

Drake

TurboTax

Job description

About the Company

McAdams Group is expanding and seeking a Tax Preparer who is passionate about building relationships, guiding clients toward financial security, and growing within a firm that values integrity, collaboration, and service excellence. We are trusted partners in our clients' financial futures, believe in education-based financial planning, and are built on strong values, unwavering client commitment, and a track record of success.

About the Role

In this role, you will play a crucial part in preparing and reviewing tax returns, ensuring compliance with tax regulations, and providing support to our clients during this peak period.

Responsibilities

As a Seasonal Tax Preparer at McAdams Group, you will be responsible for preparing and reviewing individual, business, and trust tax returns in compliance with federal, state, and local regulations. You'll assist clients in organizing their financial information, ensure the accuracy of all tax documents, and provide clear guidance on tax liabilities and potential refunds. Staying up to date with changes in tax laws is essential to maintaining compliance, and you'll work closely with both clients and internal wealth management teams to align tax strategies with overall financial goals, delivering a seamless and client-focused experience.

Qualifications

• Experience as a tax preparer with 2+ years of experience in tax return preparation.
• Proficiency in tax software and tools (e.g., Drake, TurboTax).
• Familiarity with current IRS regulations and tax filing procedures.
• Strong attention to detail and organizational skills.
• Excellent communication and client service skills.
• Ability to work efficiently & effectively in a fast-paced, deadline-driven environment.

Benefits

• Competitive pay commensurate with experience.
• Collaborative and dynamic work environment.
• Flexible, seasonal position ideal for individuals looking to work during tax season.

Equal Opportunity Statement

McAdams Group values people, not just portfolios. If you're ready to join a firm where your work makes a difference, apply today.

Seniority level

Associate

Employment type

Temporary

Job function

Accounting/Auditing