Tax Preparer - BC7788

Job Description

Job Description

Job Title :   Tax Preparer

Location :  Madison, WI (East Side)

Salary :   $60,000 – $85,000 + commissions

Full-Time | Benefits Included

We are seeking a detail-oriented and knowledgeable Tax Preparer to join a well-established tax and financial services firm in Madison. The ideal candidate will have a strong understanding of tax regulations and experience assisting clients with accurate and efficient tax preparation.

Key Responsibilities :

Prepare federal and state tax returns for individuals.

Utilize Drake Tax software.

Analyze financial information to determine optimal tax strategies.

Deliver exceptional customer service by addressing client inquiries and concerns.

Stay current on tax laws and regulations to ensure compliance.

Collaborate with the tax team to address complex tax issues and provide comprehensive solutions.

Complete mandatory training (provided).

Qualifications :

2+ years of experience in tax preparation required.

Enrolled Agent designation preferred.

Self-motivated and capable of working independently.

Strong communication and customer service skills.

Proficiency with Microsoft 365, Teams, and Outlook.

Excellent organizational and time management abilities.

Compensation & Benefits :

Competitive salary : $60,000 – $85,000 + commissions.

Full benefits package, including health, dental, vision, and life insurance.

401k retirement plan.

Paid holidays and PTO.

Supplemental insurance options.

Note : Advancing candidates must successfully pass a FINRA background check and fingerprinting.

To apply, please submit your resume, cover letter, and salary requirements.