Tax Preparer (EA or CPA)

USA Talent Solutions; Erie (Erie County); On-site; USD 126,000 - 154,000; Full time

Job summary

USA Talent Solutions is seeking an experienced Tax Preparer with an active Enrolled Agent (EA) or CPA designation to join our boutique wealth-management focused practice in Erie, PA (preferred) or Pittsburgh, PA.

You will prepare and file individual income tax returns for high-net-worth clients, assist with year-end planning, and collaborate with the wealth-management team to integrate tax and financial planning for clients. The position emphasizes relationship-building and professional growth.

Qualifications

• Active EA or CPA designation required.
• Minimum of 5 years of hands-on tax preparation experience.
• Experience with high-net-worth or high-income clientele is strongly preferred.
• Experience with CCH Tax software.
• Strong understanding of individual tax preparation, tax planning, and related regulations.
• Growth-focused mindset with a proactive, hands-on approach.
• Hardworking, self-motivated, and comfortable taking ownership of responsibilities.
• Strong attention to detail and ability to handle highly confidential financial information.
• Ability to work collaboratively with a small, client-focused team.
• Must be located in the Pittsburgh or Erie, PA area.

Responsibilities

• Prepare and file individual income tax returns for high-net-worth individuals.
• Assist with year-end tax planning and strategic tax discussions.
• Utilize CCH Tax software to prepare, review, and manage tax returns.
• Collaborate with the wealth management team to provide a comprehensive approach to client financial needs.
• Build and maintain strong relationships with clients while delivering personalized service.
• Contribute to the continued growth and development of the firm's tax practice.
• Assist with small business tax returns as needed. The firm currently supports 20+ business clients, although individual returns make up the majority of the practice.

Skills

Tax expertise

High net worth

Ownership

Attention to detail

Client relationships

Team collaboration

Tools

CCH Tax

Job description

Location: Erie, PA (preffered), or Pittsburgh, PA

Salary: Up to $140,000 (flexible based on experience)

Our client, a boutique wealth management firm, is seeking an experienced Tax Preparer with an active Enrolled Agent (EA) or Certified Public Accountant (CPA) designation to join their growing team.

This is a unique opportunity for someone who enjoys tax preparation but is looking for something different from the traditional public accounting environment. The firm is wealth-management-first, meaning tax services are part of a broader, more holistic approach to financial planning and client relationships.

Tax season and the overall workload may look different than what you would typically experience at a traditional CPA firm. This creates an opportunity to work more collaboratively with wealth management professionals, build meaningful client relationships, and be part of a growing practice without the traditional public accounting demands.

This is an opportunity to bring your tax expertise into a different kind of environment, where wealth management comes first and tax planning plays an important role in the bigger picture.

What You’ll Do:

• Prepare and file individual income tax returns for high-net-worth individuals.
• Assist with year-end tax planning and strategic tax discussions.
• Utilize CCH Tax software to prepare, review, and manage tax returns.
• Collaborate with the wealth management team to provide a comprehensive approach to client financial needs.
• Build and maintain strong relationships with clients while delivering personalized service.
• Contribute to the continued growth and development of the firm's tax practice.
• Assist with small business tax returns as needed. The firm currently supports 20+ business clients, although individual returns make up the majority of the practice.

What We’re Looking For

• Active Enrolled Agent (EA) or Certified Public Accountant (CPA) designation required.
• Minimum of 5 years of hands-on tax preparation experience, particularly with individual income tax returns.
• Experience working with high-net-worth or high-income clientele is strongly preferred.
• Experience with CCH Tax software.
• Strong understanding of individual tax preparation, tax planning, and related regulations.
• Growth-focused mindset with a proactive, hands-on approach.
• Hardworking, self-motivated, and comfortable taking ownership of responsibilities.
• Strong attention to detail and ability to handle highly confidential financial information.
• Ability to work collaboratively with a small, client-focused team.
• Must be located in the Pittsburgh or Erie, PA area.

Additional Experience That Would Be Beneficial:

• Small business tax preparation.

The Ideal Candidate

We're looking for someone who is technically strong but also brings the initiative and drive to help grow a practice. The ideal candidate is proactive, hardworking, and interested in being part of a collaborative wealth management environment rather than a traditional public accounting firm.

Someone who enjoys tax work but values a more balanced approach to tax season, meaningful client relationships, and the opportunity to contribute to a growing organization would be a great fit.