Tax Professional CPA or EA preferred

Legacy Tax Advisors; Raleigh (NC); On-site; USD 32,000 - 52,000; Part time

Job summary

Legacy Tax Advisors is seeking an experienced Tax Professional for a part-time to full-time role during the upcoming season, with potential for seasonal continuation and expanded year-round duties in Raleigh, NC. The ideal candidate will prepare federal and state returns, assist clients post-preparation, and maintain high-quality service standards.

Returns are reviewed by a CPA or managing partner before filing.

Qualifications

• Two or more years of tax preparation experience.
• Strong written and verbal communication skills.
• Experience with UltraTax is required.
• Experience with TaxDome is preferred.
• Experience preparing individual and business tax returns.
• Knowledge of tax compliance.

Responsibilities

• Prepare individual tax returns.
• Prepare tax returns for sole proprietorships, partnerships, S corporations, and C corporations.
• Prepare extensions and amended returns.
• Respond to client preparation follow-up and basic questions.
• Use UltraTax to complete tax preparation work.
• Work independently while collaborating with the team.

Skills

Tax preparation experience

Communication skills

Independent work

Professionalism

Education

Associate's or Bachelor's degree in accounting/finance

Tools

UltraTax

TaxDome

Job description

Job Description

Job Description

We’re looking to add an experienced Tax Professional to our team on a part-time to full-time basis for the upcoming season, with opportunities for seasonal continuation and expanded year-round responsibilities. The ideal candidate will prepare individual and business tax returns, support clients with preparation follow-up and basic questions, and contribute to a firm that values quality work, professionalism, and long-term relationships. Completed returns will be reviewed by a CPA or managing partner before filing.

Responsibilities

• Prepare individual tax returns.
• Prepare tax returns for sole proprietorships, partnerships, S corporations, and C corporations.
• Prepare extensions and amended returns.
• Respond to client preparation follow-up and basic questions.
• Use UltraTax to complete tax preparation work.
• Work independently while collaborating with the team.
• Maintain professionalism, integrity, and ethical standards.

Preferred Qualifications

• Two or more years of tax preparation experience.
• Associate's or bachelor's degree in accounting, finance, or a related field.
• Certified Public Accountant (CPA) license or Enrolled Agent (EA) designation (preferred).
• Experience with UltraTax (required).
• Experience with TaxDome (preferred).
• Experience preparing individual and business tax returns.
• Knowledge of tax compliance.
• Strong written and verbal communication skills.
• Professionalism and commitment to high-quality client service.