Tax Preparer

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

Alpha Financial Advisors, LLC is a fee-only financial planning firm that’s been helping clients make smart financial decisions for over 30 years. We provide retirement forecasting, tax planning, insurance advice, estate planning strategies, and comprehensive financial assessments—all without commissions or sales pitches. Led by principal Eric Hess, CFP™, ChFC®, we’re proud members of the National Association of Personal Financial Advisors (NAPFA) and committed to transparency, integrity, and personalized service.

About the Role

We’re looking for a seasoned and qualified tax preparer with a "can do" attitude to establish our tax preparation program. This individual will be responsible for everything from software selection to filing of finished returns. We want to implement tax strategy for our existing clients that involves collaboration between our financial advisors and the preparer.

In this role, you’ll prepare and file individual and potentially small business tax returns, review financial statements, and make sure everything aligns with current tax laws. We don't anticipate any marketing with our current client base.

What We Offer

• Compensation dependent on experience and education
• Employment type: 1099 independent contractor with W-2 potential
• Schedule: Full-time, onsite at our office in McLean, VA

What We’re Looking For

• Solid experience in tax preparation and knowledge of tax laws
• Understanding of financial statements and reporting
• Experience with individual and small business filings
• Strong attention to detail and problem-solving skills
• Great communication and interpersonal skills
• Bachelor’s degree in Accounting, Finance, or a related field
• CPA or EA designation is a plus
• Familiarity with professional tax software

If you’re looking for a seasonal opportunity with the potential to grow into something long-term, we’d love to hear from you. Apply today and join a team that takes pride in offering honest, high-quality financial advice.

We will not respond to recruiters or staffing agencies.

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