Tax Professional (Jan. to May)

Position : Tax Professional (Jan. to May with the opportunity to return annually)

Location : South Bend, IN (8am-5pm with no overtime)

About the Opportunity for a Tax Professional :

Join a collaborative, detail-oriented tax department within a trusted financial institution known for its stability, professionalism, and great team culture.

This role supports tax preparation during the busy season (January-May each year), with potential for annual return engagement.

Ideal for someone who enjoys working with numbers, values accuracy, and wants to contribute in a professional environment alongside experienced Tax Accountants and CPAs.

Overview of the Tax Professional Role :

Prepare and process 1040 individual tax returns (40%) - review client data, input interest and dividend information, and generate returns in the firm's tax software (similar to HR Block workflows).

Assist with 1041 fiduciary returns (30%) - learn fiduciary return software, handle broker consolidated forms, and bridge data between systems for review.

Review and organize 1099s and related tax documents (15%) - verify data for accuracy and completeness before submission.

Administrative and client support (15%) - assist with drafting letters, assembling tax packets, printing, and coordinating final client delivery.

Preferred Qualifications for the Tax Professional Role :

Prior experience preparing 1040 individual returns strongly preferred.

Highly accurate, organized, and detail-oriented with strong numerical aptitude.

Ability to learn new software quickly and follow structured review processes.

Background in Accounting, AP / AR, or administrative support is beneficial.

Professional, dependable, and eager to contribute during the annual tax season.

Salary :

$20-25 depending on experience.

#INOCT2025

Click here to apply online