Tax Preparer

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

Job summary

CFS is seeking an experienced Tax Preparer to join its tax team in the Twin Cities area. The role involves preparing individual and small business returns in a collaborative, client-focused environment and working hybrid in Shoreview, MN.

The ideal candidate has 3+ years of professional tax experience, active PTIN, and strong client service skills. CPA designation preferred; compensation is open based on experience.

Qualifications

• 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.

Responsibilities

• Meet with clients to gather tax documentation and financial information.
• Conduct client interviews to identify income sources, deductions, credits, and tax planning opportunities.
• Review completed returns with clients and explain tax outcomes clearly.
• Prepare federal and state income tax returns for individuals and small businesses.
• Prepare and review: Form 1040, Schedule C, Partnership 1065, S-Corporation 1120-S, K-1 reporting, Estate and Trust returns as applicable.
• Identify deductions, credits, and tax-saving opportunities; electronically file and monitor status.
• Assist with tax questions, extensions, and follow-up requests.
• Maintain accurate and complete client records; ensure compliance with federal/state standards.

Skills

PTIN in good standing

3+ years tax preparation

Individual tax returns

Small business tax returns

High-volume workload

Excellent communication

Education

CPA designation

Tools

Drake

Lacerte

UltraTax

ProSeries

Job description

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 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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