Seasonal Tax Pro: Client-Facing Returns & Planning

Paylocity; Saint Paul (MN); On-site; USD 60,000 - 193,000; Part time

Job summary

Great Waters Financial is seeking a Tax Preparer to work seasonally on a 1099 contract basis. You will meet with clients to gather documents, prepare federal and Minnesota returns for individuals and small businesses, and deliver finished returns in person.

The role requires EA credentials (CPA preferred), experience with major tax software, and the ability to work on-site in Shoreview during peak periods. Expect collaboration with our tax advisory team to optimize client outcomes.

Qualifications

• Active PTIN in good standing.
• Active EA credential required; CPA preferred.
• Experience preparing 200+ returns per season.
• Proficiency with Drake, ProSeries, Lacerte, UltraTax, or comparable.
• Working knowledge of Minnesota tax code.

Responsibilities

• Meet with clients to gather source documents and information.
• Prepare federal and Minnesota returns for individuals and small businesses.
• Deliver completed returns and discuss key figures with clients.
• Coordinate with internal tax specialist on questions and planning opportunities.
• E-file returns and manage paperwork per Circular 230 and security standards.

Skills

Client communication

Attention to detail

Data security

Time management

Team collaboration

Education

Enrolled Agent (EA) credential

CPA preferred

Tools

Drake

ProSeries

Lacerte

UltraTax

Job description

Great Waters Financial is seeking a Tax Preparer to work seasonally on a 1099 contract basis. You will meet with clients to gather documents, prepare federal and Minnesota returns for individuals and small businesses, and deliver finished returns in person.

The role requires EA credentials (CPA preferred), experience with major tax software, and the ability to work on-site in Shoreview during peak periods. Expect collaboration with our tax advisory team to optimize client outcomes.