Job Type: Full-Time or Seasonal (JanuaryApril)
About Us
We are a client-focused tax and advisory firm dedicated to delivering personalized, high-quality service across individual, business, and trust taxation. We value professionalism, integrity, and efficiency and were looking for an experienced tax preparer to join our Maryland / California remote team. We currently have other team members working in Maryland.
We are seeking a proficient and detail-oriented tax preparer who is experienced in federal and California state tax return preparation. The ideal candidate will be skilled in handling complex individual and small business tax situations and capable of working independently while meeting firm deadlines.
Prepare and review 1040, Schedule C, 1120-S, 1065, and state returns, with a strong emphasis on California tax law
Conduct client interviews to gather data and clarify tax issues
Identify potential tax credits and deductions to optimize client savings
Maintain accurate workpapers and documentation for each return
Address client inquiries and follow up on tax return status
Ensure compliance with federal and Maryland state tax regulations
Stay current with tax law updates and apply them appropriately
Minimum 3+ years of recent experience preparing federal tax returns
Valid IRS PTIN
Registered as a Maryland Individual Tax Preparer
or exempt: CPA, EA
Strong understanding of California individual and small business tax regulations
Proficiency with Lacerte, ProConnect
Excellent communication and organizational skills
Ability to manage multiple returns in a deadline-driven environment
Credentialed as a CPA, EA, or AFSP participant
Experience with tax resolution or IRS correspondence
Competitive hourly or salaried pay (commensurate with experience)
Bonus opportunities based on performance
Flexible hours with remote/hybrid options
Company-provided training and CE support
Supportive and collaborative work environment