iHire · 2 hours ago
Tax Preparer
Durham, NC
Full-time
Hybrid
Mid Level
$60K/yr - $70K/yr
3+ years expiHire has partnered with Strategic Retirement Solutions to find a knowledgeable and detail-oriented Tax Preparer. The role involves providing year-round tax advice, preparing and filing tax returns for individuals and small businesses, and collaborating with financial advisors to integrate tax strategies with financial planning.
Career PlanningEmploymentHuman ResourcesInternetRecruitingSoftware
Responsibilities
Prepare and file federal and state income tax returns for individuals and small business clients
Analyze financial data to identify potential tax savings and strategies
Provide tax planning guidance that aligns with clients’ retirement and investment goals
Communicate with clients directly to gather tax documents and provide updates
Stay up-to-date with tax law changes and their implications for our clients
Collaborate with financial advisors to provide holistic, forward-looking financial advice
Maintain accurate records and ensure compliance with all tax reporting requirements
Qualification
Required
Strong knowledge of IRS regulations and tax laws
Experience with tax preparation software (e.g., Drake, Lacerte, UltraTax, etc.)
Excellent interpersonal and communication skills
Detail-oriented with strong organizational skills
Ability to work independently and as part of a team in a client-focused environment
Preferred
Proven experience as a tax preparer (3+ years preferred)
CPA or Enrolled Agent (EA) designation strongly preferred
Benefits
Health benefits
Professional development and continuing education opportunities
Potential for flexible/hybrid work arrangement
Company
iHire
An industry-specific recruitment platform that connects employers with qualified candidates across 57 talent communities.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
D
David J MacFadyen
Founder and Board Executive Chair
Recent News
2025-09-12
Company data provided by crunchbase