Pay:$55,000 – $80,000 A Year Rate (W2)
Location: Owings, Maryland 20736
No. of Openings: 1
Interview: In Person
Work Arrangement: In Person

Position Summary

We are seeking a knowledgeable and client-focused Tax Preparer to join our growing accounting team.

The Tax Preparer will be responsible for preparing accurate individual and business tax returns, assisting clients with tax-related questions, ensuring compliance with federal and state tax regulations, and delivering exceptional customer service. This position is ideal for a motivated professional who enjoys working directly with clients, values accuracy, and is committed to continuous learning and professional growth.

Primary Responsibilities

• Prepare and review individual, business, partnership, trust, and corporate tax returns, as applicable.
• Conduct client interviews to gather financial information and ensure accurate tax reporting.
• Analyze financial records and supporting documentation to prepare complete and accurate tax filings.
• Research tax laws and regulations to ensure compliance and identify tax-saving opportunities for clients.
• Respond to client inquiries regarding tax filings, notices, and general tax matters.
• Work collaboratively with CPAs, Bookkeepers, and other team members to meet filing deadlines.
• Maintain accurate and organized client files and documentation.
• Review completed tax returns for accuracy, completeness, and compliance.
• Assist with tax planning strategies and year-round client advisory services.
• Stay current on changes to federal, state, and local tax laws.
• Contribute ideas to improve tax preparation workflows and client service processes.

Required Qualifications

• Minimum of 2–3 years of individual and business tax preparation experience.
• Working knowledge of federal and Maryland tax regulations.
• Experience preparing individual (Form 1040) and small business tax returns.
• Strong analytical, organizational, and problem-solving skills.
• Excellent attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple deadlines during peak tax seasons.
• High level of integrity and commitment to maintaining client confidentiality.

Preferred Qualifications

• Enrolled Agent (EA), CPA, or accounting degree preferred.
• Experience working in a public accounting or tax preparation firm.
• Experience using professional tax preparation software (Drake, UltraTax, ProSeries, Lacerte, or similar).
• Experience with QuickBooks Online or Desktop.
• Familiarity with bookkeeping and payroll processes.
• Bilingual (English/Spanish) is a plus.

Preferred Candidate Characteristics

The ideal candidate is:

• Client-service oriented.
• Detail-oriented and highly organized.
• Dependable and accountable.
• Professional and ethical.
• Comfortable working directly with clients.
• Able to work independently while collaborating with a team.
• Adaptable and willing to learn new tax laws and technologies.
• Process-oriented with a commitment to accuracy and continuous improvement.

Benefits

• Competitive salary
• Paid time off
• Professional development opportunities
• Collaborative and supportive work environment
• Long-term career growth opportunities
• Opportunity to work alongside experienced CPAs and accounting professionals