Tax Preparer

CFS; Saint Paul (MN); Hybrid; USD 55,000 - 103,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

CFS is seeking a Tax Preparer (EA Required) in a hybrid role near Shoreview, MN. You will prepare individual and small business returns, meet with clients, and navigate complex tax rules with accuracy and discretion.

The ideal candidate holds an Enrolled Agent credential, maintains PTIN, and has 3+ years of experience using Drake, Lacerte, UltraTax or ProSeries. Competitive hourly compensation reflects experience and performance.

Qualifications

• Active EA credential required.
• Active PTIN in good standing.
• 3+ years of professional tax preparation experience.
• Experience with individual and small business tax returns.
• Strong knowledge of federal and Minnesota tax regulations.
• Experience with professional tax software such as Drake, Lacerte, UltraTax, ProSeries, or similar.
• Excellent communication and client relationship skills.

Responsibilities

• Meet with clients to gather tax documents and financial information.
• Prepare federal and state income tax returns for individuals and small businesses.
• Identify deductions, credits, and tax-saving opportunities.
• Electronically file returns and monitor acceptance status.
• Collaborate with tax specialists and financial advisors on complex matters.
• Maintain accurate client records and ensure compliance with standards.

Skills

Enrolled Agent (EA)

PTIN in good standing

3+ years tax prep

Individual & small business returns

Minnesota tax regs

Excellent communication

Tools

Drake

Lacerte

UltraTax

ProSeries

Job description

Tax Preparer (EA Required)

Location: Shoreview, MN; Hybrid

Employment Type: Full-Time, 40 hours per week

Compensation: $40.00/hr - $75.00/hr initial range, open to higher compensation based on Tax Preparation experience

About The Opportunity

Our client, a respected financial planning and wealth management firm in the Twin Cities, is seeking an experienced Tax Preparer to join its tax team. This position offers the opportunity to work directly with a diverse client base while preparing individual and small business tax returns in a collaborative, client-focused environment.

The ideal candidate combines strong technical tax expertise with exceptional client service skills and enjoys helping clients navigate complex tax situations.

Responsibilities

Client Service & Consultation

• Meet with clients to gather tax documentation and financial information.
• Conduct client interviews to identify income sources, deductions, credits, and tax planning opportunities.
• Serve as a trusted resource throughout the tax preparation process.
• Review completed returns with clients and explain tax outcomes in a clear, professional manner.

Tax Preparation

• Prepare federal and state income tax returns for individuals and small businesses.
• Prepare and review:
• Form 1040 Individual Returns
• Schedule C Returns
• Partnership Returns (1065)
• S-Corporation Returns (1120-S)
• K-1 Reporting
• Estate and Trust Returns, as applicable
• Identify deductions, credits, and tax-saving opportunities.
• Electronically file returns and monitor acceptance status.
• Assist with tax-related questions, extensions, and follow-up requests.

Compliance & Collaboration

• Maintain accurate and complete client records.
• Ensure compliance with federal, state, and firm standards.
• Collaborate with tax specialists and financial advisors on complex tax matters.
• Research and resolve tax issues as they arise.

Qualifications

Required

• Active Enrolled Agent (EA) credential required.
• Active PTIN in good standing.
• 3+ years of professional tax preparation experience.
• Experience preparing individual and small business tax returns.
• Demonstrated ability to manage a high-volume tax workload.
• Strong knowledge of federal and Minnesota tax regulations.
• Experience with professional tax software such as Drake, Lacerte, UltraTax, ProSeries, or similar.
• Excellent communication and client relationship skills.

Preferred

• CPA designation.
• Experience with:
• Self-employed individuals
• Rental properties
• Multi-state tax returns
• Retirees
• Cryptocurrency transactions
• Trust and estate taxation
• Experience working in a CPA firm, tax practice, wealth management firm, or financial planning environment.

Why Join This Team?

• Established and growing client base.
• Client-facing role with meaningful impact.
• Collaborative and professional environment.
• Opportunity to work with a wide variety of tax situations.
• Competitive compensation based on experience.

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