Tax Preparer

Gilder Search Group; Granger (IN); Vor Ort; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

Gilder Search Group is seeking an experienced Tax Preparer for a direct-hire opportunity within a well-established financial services firm in Indiana. You will prepare federal and state returns for individuals and small businesses, review client documentation, and meet with clients to discuss results.

The role emphasizes accuracy, strong client service, and collaboration with tax professionals. CPA or EA with active PTIN and 2–3 years of tax-prep experience preferred; UltraTax CS and QuickBooks

Qualifikationen

• CPA or Enrolled Agent with an active PTIN.
• 2–3 years of professional tax-preparation experience.
• Experience preparing both individual and business tax returns.
• Strong client-service, communication, organizational, and analytical skills.
• UltraTax CS and QuickBooks experience preferred.

Aufgaben

• Prepare federal and state individual and small-business tax returns.
• Review client documentation for accuracy, completeness, and missing information.
• Meet with clients to review completed returns and answer tax-related questions.
• Assist with amended returns, tax projections, and tax notices.
• Collaborate with tax professionals and financial advisors to support client needs.

Kenntnisse

CPA/EA designation

Active PTIN

2–3 years experience

Individual tax returns

Business tax returns

Strong client-service

UltraTax CS experience

QuickBooks experience

Tools

UltraTax CS

QuickBooks

Jobbeschreibung

We are seeking an experienced Tax Preparer for a direct-hire opportunity with a well-established, team-oriented financial services organization. This position offers performance-based bonuses, quarterly reviews with opportunities for compensation growth, and a strong, supportive workplace culture.

Day-to-Day Responsibilities

• Prepare federal and state individual and small-business tax returns.
• Review client documentation for accuracy, completeness, and missing information.
• Meet with clients to review completed returns and answer tax-related questions.
• Assist with amended returns, tax projections, and tax notices.
• Collaborate with tax professionals and financial advisors to support client needs.

Required Skills and Experience

• CPA or Enrolled Agent designation with an active PTIN.
• At least 2-3 years of professional tax-preparation experience.
• Experience preparing both individual and business tax returns.
• Strong client-service, communication, organizational, and analytical skills.
• UltraTax CS and QuickBooks experience preferred.

This is a direct hire position offering a strong compensation package, quarterly development and compensation conversations, and internal growth potential.