We’re growing and looking to add Tax Preparers to our team — both experienced and entry-level. If you’re smart, organized, and want to work in an environment that’s collaborative, energetic, and actually enjoyable, keep reading.
This is a wealth management and tax strategy firm, not a stuffy, heads-down office. We work hard, move fast, support each other, and keep things professional without being boring. People here ask questions, share ideas, and genuinely like what they do.
What You’ll Be Doing
Preparing individual and business tax returns
Organizing and reviewing client documents
Working with private, sensitive information (discretion matters)
Communicating with clients to clarify details
Learning tax processes, systems, and strategy over time
Collaborating with a team that actually talks and works together
Who This Is Great For
Tax preparers with an active PTIN, or people willing to obtain one
Career-changers looking for something more stable and skill-based
Organized, detail-oriented people who like getting things right
Quick learners with good instincts and sharp minds
Self-starters who don’t need constant supervision
You don’t need a tax background if you’re motivated and willing to learn — we’ll train the right person.
The Opportunity
Competitive pay based on experience and training level
Support in obtaining a PTIN, if needed
Room to grow beyond basic tax prep into strategy, advisory, or leadership roles
Performance-based raises and increased responsibility over time
We’re interviewing now and moving quickly.
If you want to learn a real skill, work with a solid team, and grow in a firm that’s going places, we’d love to hear from you.
Reply with your email and a short intro about who you are and what you’re looking for.