McAdams Group, LLC · 1 week ago
Seasonal Tax Preparer
McAdams Group is expanding and seeking a Tax Preparer who is passionate about building relationships and guiding clients toward financial security. In this role, you will prepare and review tax returns, ensuring compliance with tax regulations and providing support to clients during the peak tax season.
AdviceAsset ManagementFinancial ServicesRetirementWealth Management
Responsibilities
Preparing and reviewing individual, business, and trust tax returns in compliance with federal, state, and local regulations
Assisting clients in organizing their financial information
Ensuring the accuracy of all tax documents
Providing clear guidance on tax liabilities and potential refunds
Staying up to date with changes in tax laws to maintain compliance
Working closely with clients and internal wealth management teams to align tax strategies with overall financial goals
Qualification
Required
Experience as a tax preparer with 2+ years of experience in tax return preparation
Proficiency in tax software and tools (e.g., Drake, TurboTax)
Familiarity with current IRS regulations and tax filing procedures
Strong attention to detail and organizational skills
Excellent communication and client service skills
Ability to work efficiently & effectively in a fast-paced, deadline-driven environment
Benefits
Competitive pay commensurate with experience.
Collaborative and dynamic work environment.
Flexible, seasonal position ideal for individuals looking to work during tax season.
Company
McAdams Group, LLC
McAdams Group, LLC has differentiated itself from the competition in numerous ways.
Funding
Current Stage
Early StageRecent News
The Business Journals
2024-12-28
The Business Journals
2024-12-28
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