Tax Preparer

Wright Tax Services; Sacramento (CA); On-site; USD 30,000 - 56,000; Full time

Benefits offered by this job

Private office

Commission-based compensation

In-office during tax season

Dedicated workspace and team support

Job summary

Wright Tax Services is seeking an experienced Tax Preparer to join our in-office team during tax season. You will focus on preparing accurate federal and state returns and collaborate with support staff to move returns through the process.

The role emphasizes handling a steady workload, compliance with our established procedures, and opportunities to grow within an established practice while building relationships with existing clients.

Qualifications

• CTEC registration or EA designation in progress is preferred.
• Experience working on tax preparation team.
• Familiarity with federal and California individual income tax returns.

Responsibilities

• Prioritize Wright Tax Services clients' tax preparation needs.
• Maintain workload and keep returns moving through tax season.
• Stay current with drop-off, mail-in, digitally uploaded, and appointment-based returns.
• Prepare accurate federal and state income tax returns.
• Review prior-year returns and current-year documents.
• Identify issues and potential planning opportunities.
• Communicate tax questions with clients when appropriate.
• Follow Wright Tax Services procedures and collaborate with staff.

Skills

Teamwork

Attention to detail

Client communication

Organized

Education

CTEC registration in progress

EA designation pursuit

Tools

UltraTax CS

Lacerte

ProSeries

Drake

Job description

In-Office During Tax Season | Commission-Based Compensation | www.wrighttaxservicesinc.com

This is not a remote position.

PRIVATE OFFICE

Dedicated workspace provided.

FULLY SUPPORTED

Tools, software and staff provided.

Wright Tax Services is looking for an experienced, client-focused Tax Preparer to join our team. We are looking for someone who takes pride in preparing accurate tax returns, works well within a team, and is interested in continuing to grow their tax knowledge and professional credentials.

This is not a remote position. The Tax Preparer is expected to work in our office during tax season. Our process is highly team-oriented and requires close collaboration with support staff and other tax preparers.

The right candidate should have a solid foundation in individual income tax preparation, strong attention to detail, and the ability to manage a steady workload during tax season. Just as importantly, we are looking for someone who is adaptable and willing to learn and follow our established tax preparation process.

A Preparer-Focused Role

We have intentionally structured this position so Tax Preparers can spend the majority of their time preparing tax returns and addressing substantive tax matters rather than administrative work.

Clients provide tax information through in-person appointments, drop-off returns, mail-in returns, and secure digital uploads. Not every client interaction will be face-to-face.

Primary focus: manage the assigned return workload and keep returns moving through the preparation process in a timely and organized manner, regardless of how information is received.

Our Support Staff Handles

• Scheduling and rescheduling appointments
• Routine client follow-up and administrative communication
• Document coordination and organization
• Production and assembly of completed tax returns
• Electronic signature and delivery coordination
• Final delivery and related administrative follow-up

An Opportunity to Grow Within an Established Practice

Serving existing Wright Tax Services clients will be the first priority of this position. With anticipated retirements within our tax preparation team, we expect the person in this role to gradually assume responsibility for servicing established Wright Tax Services clients.

We are looking for someone who has the capacity and desire to take on established client relationships, maintain a consistent preparation workload, and provide those clients with excellent ongoing service.

At the same time, we are supportive of the right person developing their own book of business over time, provided the needs of existing Wright Tax Services clients continue to be met. Client assignments and growth opportunities will depend on experience, capacity, business needs, and fit and are not a guarantee of any specific number of clients or amount of business.

QUALIFICATIONS, RESPONSIBILITIES & GROWTH

Qualifications

Candidates should meet at least one of the following:

• Current CTEC registration and actively working toward becoming an Enrolled Agent (EA)
• Current Enrolled Agent (EA) designation

Preferred Experience

• Working as part of a tax preparation team
• Managing multiple returns at different stages of completion
• Working directly with tax clients
• Experience at a CPA firm, tax preparation company, accounting firm, or similar environment
• UltraTax CS or other professional tax software such as Lacerte, ProSeries, Drake, or similar platforms
• Federal and California individual income tax returns
• Returns involving investments, rental properties, self-employment, small businesses, or other situations beyond basic W-2 returns

Responsibilities

• Prioritize the service and tax preparation needs of existing Wright Tax Services clients
• Maintain responsibility for an assigned workload and keep returns progressing throughout tax season
• Stay current with drop-off, mail-in, digitally uploaded, and appointment-based returns
• Prepare accurate federal and state individual income tax returns
• Review prior-year returns and current-year tax documents
• Identify tax issues, missing information, and potential planning opportunities
• Communicate substantive tax questions and recommendations directly with clients when appropriate
• Follow Wright Tax Services established preparation and review procedures
• Work collaboratively with support staff and other tax preparers
• Research tax issues as part of a collaborative environment

What We’re Looking For

• Organized and capable of managing a steady tax preparation workload
• Adaptable and receptive to established processes and procedures
• Comfortable learning a new firm’s workflow rather than relying solely on how things were done elsewhere
• Comfortable working in-office as part of a collaborative tax team
• Personable and comfortable communicating directly with clients when needed
• Interested in developing long-term relationships with existing clients
• Comfortable asking questions when something does not look right
• Interested in professional growth and potentially developing new business over time

Compensation & Professional Growth

This is a commission-based position. The specific commission structure, including compensation related to servicing existing Wright Tax Services clients and new business developed by the preparer, will be discussed with qualified candidates during the interview process.

We value continued education and professional development. A CTEC-registered preparer who is actively pursuing the Enrolled Agent designation is welcome to apply. For the right person, this is an opportunity to become an integral part of an established practice, take on meaningful responsibility for existing client relationships, expand tax knowledge, and potentially develop a personal client base over time.