Senior Tax Preparer & Strategy Champion

Alpha Financial Advisors, LLC.; McLean (VA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Compensation dependent on experience and education

Potential for W-2 employment

Job summary

A fee-only financial planning firm is seeking a qualified tax preparer to establish their tax preparation program. This full-time role, located in McLean, VA, involves preparing and filing individual and small business returns, reviewing financial statements, and ensuring compliance with tax laws. The ideal candidate has solid tax preparation experience, a Bachelor's degree in Accounting or Finance, and communication skills. This is a unique opportunity to join a team that values transparency and integrity in financial advising.

Qualifications

• Solid experience in tax preparation and knowledge of tax laws.
• Understanding of financial statements and reporting.
• Experience with individual and small business filings.

Responsibilities

• Prepare and file individual and small business tax returns.
• Review financial statements for compliance with tax laws.
• Collaborate with financial advisors on tax strategies.

Skills

Tax preparation experience

Knowledge of tax laws

Attention to detail

Communication skills

Problem-solving skills

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA or EA designation

Tools

Professional tax software

Job description

A fee-only financial planning firm is seeking a qualified tax preparer to establish their tax preparation program. This full-time role, located in McLean, VA, involves preparing and filing individual and small business returns, reviewing financial statements, and ensuring compliance with tax laws. The ideal candidate has solid tax preparation experience, a Bachelor's degree in Accounting or Finance, and communication skills. This is a unique opportunity to join a team that values transparency and integrity in financial advising.