Seasonal Tax Preparer at Forward Accounting and Tax

Forward Accounting and Tax is a client-focused financial services firm dedicated to delivering accurate, timely, and personalized tax solutions. We pride ourselves on creating a welcoming environment where clients feel supported and informed throughout the tax preparation process.

Job Summary

We are seeking a detail-oriented and personable Personal Income Tax Preparer to join our team during the busy tax season. The ideal candidate will have experience preparing individual tax returns, strong communication skills, and a commitment to client service. This role is perfect for someone looking to contribute their expertise in a flexible, seasonal capacity.

Key Responsibilities

• Prepare federal and statel individual income tax returns.
• Review client documents for completeness and accuracy
• Conduct client interviews to gather necessary financial information
• Identify potential deductions, credits, and tax-saving opportunities
• Ensure compliance with current tax laws and regulations
• Maintain confidentiality and security of client data
• Provide clear explanations of tax outcomes and answer client questions
• Collaborate with team members to meet filing deadlines

✅ Qualifications

• Prior experience preparing individual income tax returns (minimum 1–2 seasons preferred)
• Familiarity with IRS forms, schedules, and e-filing procedures
• Proficiency with Intuit Proseries a plus but not required
• Strong attention to detail and organizational skills
• Excellent verbal and written communication
• Ability to work independently and manage multiple clients
• PTIN required; EA or CPA designation a plus but not required

Compensation & Benefits

• Competitive hourly rate based on experience
• Flexible scheduling
• Supportive team environment
• Opportunity for recurring seasonal employment
• Opportunity for end of season bonus