Tax Preparer/Accountant

$55,000 - $65,000/Yr

Hire Hero - Saint Louis, MO

Full-time - Senior

Saint Louis, MO

Administrative and Support Services

About the position

The Tax Preparer/Accountant will assist in preparing individual tax returns for high-net-worth individuals, families, and business owners at a CPA firm. This role focuses on ensuring compliance with tax regulations while providing exceptional client service, requiring strong attention to detail and effective communication skills.

Responsibilities

• Prepare and review individual tax returns (1040), ensuring accuracy and compliance with tax laws.
• Collect, interpret, and manage client documents and data, answering tax-related questions.
• Maintain and update client files.
• Coordinate special projects and client requests as assigned.
• Provide timely, high-quality client service, exceeding service standards.
• Stay current on tax law changes and share relevant updates with clients and team members.
• Ensure confidentiality and security of client information.

Requirements

• Bachelor's degree from an accredited college or university; degree in Accounting, Finance, or related field preferred.
• 5+ years of related experience, with experience preparing individual tax returns (1040) required; experience with high-net-worth clients preferred.
• Proficiency with tax preparation software (e.g., Lacerte, ProSeries, Prosystem, GoSystem, Ultratax, CCH).
• Experience with CRM databases (e.g., Salesforce) is appreciated.
• Strong understanding of federal, state, and local tax regulations.
• CPA or Enrolled Agent designation is a plus.

Nice-to-haves

• Experience with high-net-worth clients preferred.
• Proficiency with CRM software (e.g., Salesforce) is appreciated.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Paid time off