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Seasoned Tax Preparer

Seasoned Tax Preparer

Regency Wealth SolutionsMilwaukee, WI, US
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Job Description

Job Description

️ Experienced Tax Preparer – Contract Role

Remote | Independent Contractor | $2,500–$7,000 / month (Performance-Based)

Regency Wealth Solutions

Where Precision Meets Purpose. Where Legacy Is the Standard.

️ About Regency

At Regency Wealth Solutions, we don’t just file returns—we architect financial legacies. We’re a sovereign collective of tax professionals, compliance strategists, and ceremonial guides committed to elevating the client experience with integrity, clarity, and presence.

We’re seeking seasoned tax preparers who are ready to align their expertise with a brand that honors excellence and builds trust with every return.

✨ The Opportunity

This is a contract-based, remote position ideal for experienced preparers who want :

  • A refined brand to stand behind
  • A supportive, results-driven team culture
  • Tools and systems that elevate—not complicate—their workflow
  • The freedom to serve their own clients while expanding their reach

️ What We Provide

  • Access to secure, intuitive tax software and CRM
  • Branded marketing materials and client engagement tools
  • Optional support with compliance, onboarding, and client retention
  • A legacy-aligned community of professionals
  • Opportunities to mentor junior preparers or lead client education
  • What We’re Looking For

  • Minimum 1–2 years of tax preparation experience (individual and / or business returns)
  • Active PTIN (or willingness to renew)
  • Strong attention to detail and commitment to accuracy
  • Professionalism, discretion, and client-centered communication
  • Ability to work independently while honoring team rhythm
  • Bonus : Experience with tax planning, compliance, or audit support
  • Who Thrives Here

    You’re not just looking for a gig—you’re building a legacy. You value systems, but you lead with soul. You’re ready to serve with excellence and be part of something that feels both elevated and enduring.

    Ready to Align?

    If you’re an experienced preparer seeking more than just a platform—if you’re seeking purpose, presence, and partnership—apply today.

    Apply now. Let’s build something timeless.

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    Tax Preparer • Milwaukee, WI, US

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