HNW Tax Preparer

About the Opportunity

We are working with a leading wealth management firm. They are looking to hire a Tax Preparer with experience working with HNW and UHNW clients. This is a part-time, remote contract opportunity with the potential to convert to permanent hire. This is a great role for a reliable, experienced tax candidate!

The base pay for this position is $40 to $45 per hour. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

 

Job Responsibilities

  • Consult with clients to develop an understanding of their financial affairs and the scope of their tax liabilities
  • Review previous tax returns and financial documents to identify missing or incomplete information or documentation
  • Review all supplied financial information for accuracy
  • Calculate taxes owed or refunds due to client
  • File tax returns for clients and present approved returns
  • Maintain understanding and knowledge of changes in tax law by reading professional literature or attending tax seminars and training courses

 

Job Requirements

  • Must have experience using CCH Axcess
  • CPA is a plus!

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