Job Description
Job Description
Tier 2 – Senior Preparer / Consultant
Overview :
This tier includes preparers and consultants with intermediate-level experience, who can independently manage most individual and small business tax returns with moderate complexity.
Qualifying Points :
- 2–5 years of experience in tax preparation and / or consulting
- May hold a CPA, EA, or be actively pursuing certification
- Independently prepares moderately complex returns (Schedule C, E, partnerships, S-Corps)
- Begins providing tax planning support with guidance
- Reviews Tier 1 staff work and assists with training
- Demonstrates strong client communication and issue resolution skills
Tier 3 – Lead Tax Consultant / Manager (Salaried Position)
Overview :
Tier 3 staff are salaried professionals with high technical proficiency and responsibility. They lead client engagements, perform advanced consulting, and supervise preparers.
Qualifying Points :
5+ years of experience with complex tax matters and client managementMay hold CPA, EA, or be actively pursuing certification, preferredManages tax planning strategies, high-net-worth individuals, and complex entitiesSupervises Tier 1 and 2 staff; responsible for quality control and final reviewsProvides in-depth consulting (e.g., entity structuring, retirement planning, multi-state tax)May oversee internal processes, staff development, or client onboardingCompany Description
Why Work With Us?At our tax consulting and tax preparation firm, we pride ourselves on creating a supportive and collaborative work environment where each team member can grow and thrive. As a member of our team, you’ll have the opportunity to work alongside experienced professionals and make an impact within a company that values your expertise and contributions.
Here’s why you should consider joining us :1.
Career Growth and Development :Whether you're looking for a temporary position or seeking long-term career stability, we offer clear pathways to partner based on performance. You'll have the opportunity to develop your skills and gain invaluable experience in various tax-related areas.2.
Supportive Environment :We value teamwork, and our leadership is available to guide and mentor you, especially during peak seasons. If you're interested, there's potential to work closely with our team during the busy months from February through April, with flexibility to suit your schedule.3.
Competitive Compensation :We offer pay based on your experience and qualifications, including any licenses or certifications you hold. We believe in recognizing the value our team brings and reward them accordingly.4.
Stability and Flexibility :Our firm has a proven track record of offering long-term career opportunities. We offer flexibility to work during tax season while maintaining the option for ongoing work in the off-season.5.
Opportunity to Make an Impact :You’ll be directly involved in reviewing and ensuring the accuracy of tax returns, playing a key role in helping our clients navigate complex tax laws. Your expertise will be valued, and your work will have a direct impact on the success of both the firm and its clients.6.
Engaged Leadership :We are deeply invested in our team's success and well-being. Through open communication and an approachable leadership style, we ensure that your voice is heard and encourage continuous learning and improvement.7.
Opprotunities for AdvancementWant to move up and make more. We give you a path to do so with clear steps and long-term advancement options.If you're looking for an opportunity to be part of a growing firm where your skills are valued and your contributions make a difference, we'd love to hear from you. Join us and take the next step in your career with a company that supports your success.
Company Description
Why Work With Us?\r\n\r\nAt our tax consulting and tax preparation firm, we pride ourselves on creating a supportive and collaborative work environment where each team member can grow and thrive. As a member of our team, you’ll have the opportunity to work alongside experienced professionals and make an impact within a company that values your expertise and contributions.\r\n\r\nHere’s why you should consider joining us :\r\n\r\n1.Career Growth and Development :Whether you're looking for a temporary position or seeking long-term career stability, we offer clear pathways to partner based on performance. You'll have the opportunity to develop your skills and gain invaluable experience in various tax-related areas.\r\n\r\n2.Supportive Environment :We value teamwork, and our leadership is available to guide and mentor you, especially during peak seasons. If you're interested, there's potential to work closely with our team during the busy months from February through April, with flexibility to suit your schedule.\r\n\r\n3.Competitive Compensation :We offer pay based on your experience and qualifications, including any licenses or certifications you hold. We believe in recognizing the value our team brings and reward them accordingly.\r\n\r\n4.Stability and Flexibility :Our firm has a proven track record of offering long-term career opportunities. We offer flexibility to work during tax season while maintaining the option for ongoing work in the off-season.\r\n\r\n5.Opportunity to Make an Impact :You’ll be directly involved in reviewing and ensuring the accuracy of tax returns, playing a key role in helping our clients navigate complex tax laws. Your expertise will be valued, and your work will have a direct impact on the success of both the firm and its clients.\r\n\r\n6.Engaged Leadership :We are deeply invested in our team's success and well-being. Through open communication and an approachable leadership style, we ensure that your voice is heard and encourage continuous learning and improvement.\r\n\r\n7.Opprotunities for AdvancementWant to move up and make more. We give you a path to do so with clear steps and long-term advancement options. \r\n\r\nIf you're looking for an opportunity to be part of a growing firm where your skills are valued and your contributions make a difference, we'd love to hear from you. Join us and take the next step in your career with a company that supports your success.