AdvisorNet Financial

Tax Preparer

In this position as a Tax Preparer, you will assist with income tax compliance and research. You will support clients and planners in providing high quality tax accounting and reporting in compliance with internal and external requirements, supports mitigation of tax risks and tax advice. Additionally, you will be responsible for preparing complete and accurate State and Federal tax returns while delivering outstanding client service.

Responsibilities include:

  • Preparation of individual income tax returns, assist with IRS audit support as needed
  • Preparation of small business income tax returns (partnerships and corporations), including necessary accounting
  • Track flow or work using internal systems
  • Work with Financial Planner and Client Service Associate to incorporate tax planning and analysis; produce required reports and deliver in a timely manner for case preparation
  • Additional research projects as needed
  • Any and all duties, tasks or projects that may be added
  • Exercises independent judgement and discretion


  • 5+ years’ prior experience in tax preparation
  • 2+ years’ experience with tax software required (Ultra TaxPro ideal)
  • Enrolled Agent status required
  • Bachelor’s in finance or related degree preferred
  • Advanced skill in Microsoft platform (Word, Excel, etc)
  • Prior experience with using CRM’s (SalesForce, Redtail, SmartOffice, etc)
  • Independent, self-motivated multi-tasker
  • Ability to meet tight deadlines and effectively handle stressful situations; and to juggle multiple projects

Job Type: Full-time


  • 401(k)
  • 401(k) Matching
  • Dental Insurance
  • Disability Insurance
  • Employee Assistance Program
  • Flexible Schedule
  • Flexible Spending Account
  • Health Insurance
  • Life Insurance
  • Paid Time Off
  • Professional Development Assistance
  • Retirement Plan
  • Tuition Reimbursement
  • Vision Insurance


  • Monday to Friday


  • Tax Preparation: 5 years (Preferred)

Company's website:


Please mention that you come from SellForThem when applying for this job.

Posted 3 months ago

Apply for this job