Tax Preparer

CFS; Lexington (MA); On-site; USD 41,000 - 48,000; Full time

Job summary

CFS, partnered with a CPA firm in Lexington, MA, seeks a seasonal tax preparer for the 2027 tax season to join their team and support tax filing deadlines. Using UltraTax, you will prepare individual returns, identify relevant forms, and ensure correct application to client filings, reporting to the office manager during the peak period.

In-office presence in Lexington is required. The ideal candidate has 1+ year of tax preparation experience, a bachelor’s degree in accounting or equivalent, and

Qualifications

• 1+ year of experience preparing tax returns.
• Bachelor's degree in accounting or experience equivalent.
• Availability for in-office work in Lexington, MA.

Responsibilities

• Prepare individual tax returns to support timely client tax filings.
• Identify tax forms, understand what they represent, and determine their relevance to client returns.
• Prepare trust returns when relevant experience supports the work.

Skills

Tax preparation experience

In-office availability

Education

Bachelor's degree in accounting or equivalent

Tools

UltraTax

Job description

CFS is partnered with a CPA firm located in Lexington, MA seeking a tax preparer to join their team for the 2027 tax season.

Why This Opportunity Stands Out

• Contribute to the preparation of individual client tax returns during tax season.
• Use UltraTax, the firm’s tax software platform.
• Report directly to the manager overseeing the seasonal role.

Key Responsibilities of the Seasonal Tax Preparer

• Prepare individual tax returns to support timely client tax filings.
• Identify tax forms, understand what they represent, and determine their relevance to client returns.
• Prepare trust returns when relevant experience supports the work.

Must-Have Skills/Experience (Required)

• 1+ year(s) of experience preparing tax returns
• Bachelor's degree in accounting or experience equivalent
• Availability for in-office work in Lexington, MA

Hourly Rate

$30-35/hr depending on experience