Tax Preparer & Planning Specialist

Catalyst North Partners; Louisville (KY); On-site; USD 60,000 - 87,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Job summary

Catalyst North Partners in Louisville, KY seeks a Tax Preparer for a full-time position. You will prepare and file individual and business tax returns, ensuring accuracy and compliance with tax laws.

The role includes client planning, guidance on tax issues, and working with a team of financial professionals in a modern office environment. Minimum 2 years of tax preparation experience and a degree in accounting or related field are required.

Qualifications

• Bachelor's degree in Accounting, Taxation, or related field, or equivalent experience.
• 2-4 years of tax preparation experience, including individual and business returns.
• Proficient in tax software (TurboTax, H&R Block, QuickBooks).
• Strong attention to detail and ability to work under pressure.
• Excellent communication and interpersonal skills to explain tax concepts.

Responsibilities

• Prepare and file individual and business tax returns accurately and efficiently.
• Assist clients with tax planning and preparation to minimize liabilities and maximize refunds.
• Stay up-to-date with tax laws and IRS regulations.
• Review tax returns for errors and ensure IRS compliance.
• Provide excellent customer service and guide clients through the tax process.

Skills

Tax preparation

Client communication

Attention to detail

Education

Bachelor's degree in Accounting, Taxation, or related field

Or equivalent experience

Tools

TurboTax

H&R Block

QuickBooks

Job description

Catalyst North Partners in Louisville, KY seeks a Tax Preparer for a full-time position. You will prepare and file individual and business tax returns, ensuring accuracy and compliance with tax laws.

The role includes client planning, guidance on tax issues, and working with a team of financial professionals in a modern office environment. Minimum 2 years of tax preparation experience and a degree in accounting or related field are required.