Seasonal Tax Preparer Job at Axberg Wealth Management in Peoria

Seasonal Tax Preparer - CPA Firm (Sun City West)

We are a well-established CPA firm in Sun City West seeking a Seasonal Tax Preparer to join our team for the upcoming tax season. This position is ideal for experienced tax professionals looking for a flexible yet rewarding opportunity during the busy tax season.

Firm Overview

Our firm is anchored by two seasoned CPAs, each with 28 years of tax experience, and has been serving the Sun City West community for 25 years. We focus on holistic tax and financial planning, with both partners also holding CFP certifications. Our firm is highly regarded in the Sun City West community for delivering exceptional tax and financial planning services, especially for our retiree clients with extensive investment portfolios and retirement planning needs.

Position Details:

• Compensation: 20% of gross billing (minimum tax return fee: $350)
• Start Date: Around February 1
• Duration: Until April 15, or longer if needed to complete all tax files
• Office Hours: Monday to Friday, 8:00 AM - 4:00 PM
• Location: Sun City West, AZ (Fully in-office; in-person client interviews required)
• Workload Expectation: Approximately 200 tax returns for the first season

Key Responsibilities:

• Prepare and review individual and small business tax returns (90% individual returns, 10% trust returns)
• Conduct in-person client interviews to ensure a high level of client service
• Ensure compliance with IRS regulations and guidelines
• Provide tax planning and advisory services as needed
• Maintain accurate and organized records for each client
• Be available to service client needs during the off-season as required

Qualifications:

• CPA or Enrolled Agent is required
• Experience with Lacerte tax software is required
• Must have prior tax preparation experience – we are too busy to provide training
• Trust return experience is a plus
• Strong knowledge of current tax laws and regulations
• Ability to work independently and meet deadlines

Additional Opportunities:

This is a recurring seasonal position. CPAs who hold securities licenses may find the potential for year-round work, offering advanced financial services to their tax clients.

Training:

We offer a pre-tax season familiarity session to help new hires get up to speed with our processes.

Client Base:

Our clients are primarily retirees with extensive investment portfolios and retirement planning needs.

Next Steps:

Qualified candidates will be contacted for a phone interview, followed by an in-person meeting.

How to Apply:

Please submit your resume and any relevant certifications. We look forward to reviewing your application!