Seasonal Tax Preparer

Kenneth Jarvis PLLC; South Bradenton (FL); On-site; USD 28,000 - 41,000; Part time

Benefits offered by this job

Flexible schedule

Job summary

Kenneth Jarvis PLLC is seeking a seasonal Tax Preparer to handle individual and business tax returns from January to May at our Lakewood Ranch office. This role offers a potential path to permanent part-time employment for top performers.

Required are 1+ year of tax prep experience, proficiency with UltraTax CS, and strong Excel/Office 365 skills, plus excellent communication. CPA or Enrolled Agent is preferred. 24–32 hours weekly, in-person, with hourly pay and potential bonus.

Qualifications

• Minimum of 1 year in tax preparation.
• Experience with UltraTax CS.
• Proficiency in Excel and Office 365.
• Excellent verbal and written communication.
• CPA or Enrolled Agent preferred.

Responsibilities

• Prepare and review individual and business tax returns (focus on Form 1040) and related documents.
• Scan and organize client data for tax processing.
• Collaborate with clients to optimize their positions and provide clear guidance.
• Manage project communications and deadlines.

Skills

Tax preparation

Client communication

Education

CPA (preferred)

Enrolled Agent (preferred)

Tools

UltraTax CS

Microsoft Excel

Office 365

Job description

Seasonal Tax Preparer - Remote Work Unavailable.

Job Title: Tax Preparer

Company:

Kenneth Jarvis PLLC

About Us:

Kenneth Jarvis PLLC is a dynamic CPA firm in Lakewood Ranch. We thrive on the challenging and competitive demands of today’s economic environment. We offer comprehensive financial and business consulting services as a responsive and creative firm. Our expertise spans accounting, tax planning, information systems, CFO solutions, and more. Our main objective is to provide complete financial counsel for businesses and individuals, anticipating and fulfilling their accounting, payroll, tax, and advisory needs.

Position Overview:

Join our team as a seasonal tax preparer from January to May. As an experienced professional, you’ll handle client tax returns and play a vital role in supporting our existing staff. Don’t miss this opportunity! For the right person and proven performance, option to turn position into a permanent part-time staff.

Responsibilities:

Unlock exciting opportunities as a seasonal tax preparer at our CPA firm! Your multifaceted role includes preparing and reviewing individual and business tax returns (with a focus on Form 1040), scanning, collaborating with clients to optimize their positions, providing clear guidance, and managing project communications.

Qualifications:

• Experience (MUST HAVE):
  • Minimum of 1 years in tax preparation.
• Technical Skills (MUST HAVE):
  • Experience with UltraTax CS
  • Proficiency in Microsoft Office 365 (especially Excel).
• Interpersonal Skills (MUST HAVE):
  • Excellent verbal and written communication.
  • Outgoing personality with a positive attitude.
• Education and Certifications:
  • CPA (preferred).
  • Enrolled Agent (preferred).

Work Arrangement:

• Job Type: Part-time, seasonal (January to May).
• Hours: 24–32 hours per week.
• Location: In-person at our Lakewood Ranch office.

Compensation:

• Hourly pay: $20.00–$30.00 plus performance-based bonus.

Benefits:

• Flexible schedule.

Join our team and contribute to our clients’ financial success!