Tax Preparer

Willow Atlantic Partners; Jacksonville (FL); On-site; USD 44,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development

Job summary

Willow Atlantic Partners, a boutique investment firm in Jacksonville, FL, seeks a Tax Preparer for a FULL_TIME position. This role involves preparing and filing tax returns for clients, ensuring compliance with IRS regulations, and providing tax advice.

The salary is negotiable and the position is open until November 22, 2026. The team offers health insurance, retirement plans, and professional development opportunities to support employee growth.

Qualifications

• Bachelor's degree in Accounting, Taxation, or a related field.
• Experience in tax preparation is required.
• Proficiency with tax software.
• Strong communication and organizational skills.

Responsibilities

• Prepare and file individual and business tax returns for clients.
• Ensure timely and accurate tax filings, including extensions when necessary.
• Assist clients with tax planning and strategies to minimize liabilities.
• Maintain accurate and up-to-date records of all tax-related activities.
• Provide excellent customer service to clients.

Skills

Attention to detail

Communication skills

Organizational skills

Education

Bachelor's degree in Accounting/Finance

Tools

Tax software

Job description

Willow Atlantic Partners, a boutique investment firm in Jacksonville, FL, seeks a Tax Preparer for a FULL_TIME position. This role involves preparing and filing tax returns for clients, ensuring compliance with IRS regulations, and providing tax advice. The salary is negotiable, and the position is open until November 22, 2026.

The Tax Preparer will prepare and file individual and business tax returns, reconcile accounts, and maintain accurate records. You will also assist with tax planning, research tax laws, and provide support to the accounting team. This role requires attention to detail and a strong understanding of tax principles.

You will work in a collaborative environment with the accounting team in Jacksonville, FL. The firm's innovative approach to investment strategies fosters a dynamic and supportive workplace. The team is dedicated to delivering exceptional results for clients.

The salary for this position is negotiable, and Willow Atlantic Partners offers a comprehensive benefits package that includes health insurance, retirement plans, and various professional development opportunities. The firm is dedicated to supporting the well‑being and growth of its employees, ensuring they have access to essential health benefits and resources for their long‑term financial security. Additionally, Willow Atlantic Partners provides opportunities for employees to enhance their skills and advance their careers through workshops, training programs, and access to industry experts. The company's commitment to employee development is evident in its investment in resources and initiatives that foster professional growth.

To be successful in this role, you must have a bachelor's degree in accounting, finance, or a related field. Experience in tax preparation is required, as is proficiency in tax software. Strong communication and organizational skills are essential.

The application deadline is November 22, 2026.

• Prepare and file individual and business tax returns for clients.
• Ensure timely and accurate tax filings, including extensions when necessary.
• Assist clients with tax planning and strategies to minimize liabilities.
• Maintain accurate and up-to-date records of all tax-related activities.
• Provide excellent customer service to clients, answering their questions and addressing their concerns.

• Bachelor's degree in Accounting, Taxation, or a related field.
• Experience in tax preparation, preferably with individual and business tax returns.
• Familiarity with tax laws and regulations, including IRS guidelines.
• Strong organizational and time management skills.
• Excellent communication and interpersonal skills.