Tax Preparer/Reviewer

About Atrium:

Client Overview:

Our client is a boutique accounting firm that offers cutting-edge accounting, tax, and advisory services with a penchant for unparalleled client service. They are looking for a Tax Preparer/Reviewer for the upcoming tax season but are open to bringing someone on earlier to ensure proper training.

Salary/Hourly Rate:

$80k – $110k

Position Overview:

The Tax Preparer/Reviewer will assist with 1040 reviews and work directly with clients during tax season. The ideal candidate will have experience reviewing individual tax returns for accuracy and completeness, identifying potential issues or discrepancies, and communicating recommendations or required adjustments to both internal team members and clients.

Responsibilities of the Tax Preparer/Reviewer:

• Review and analyze 1040 individual tax returns for accuracy and completeness.
• Identify discrepancies, missing information, and potential tax issues.
• Communicate directly with clients regarding tax documents, questions, and follow-up items.
• Assist clients with gathering and organizing required tax information.

Required Experience/Skills for the Tax Preparer/Reviewer:

• 6+ years of experience preparing and/or reviewing individual 1040 tax returns.
• Strong knowledge of individual taxation, including W-2s, 1099s, deductions, credits, and investment income.
• Experience reviewing tax returns for accuracy, completeness, and compliance.
• Ability to identify discrepancies, missing information, and potential tax issues.

Preferred Experience/Skills for the Tax Preparer/Reviewer:

• Experience using CCH Axcess, ProSystem fx, UltraTax, Lacerte, or similar tax software.
• CPA, EA, or CPA candidate preferred.

Education Requirements:

• BS Degree.
• Bachelor’s degree in Accounting, Finance, or a related field.

Benefits:

• 401(k).
• Health insurance.
• PTO + company days.
• Commission structure for clients brought in.

Job Wrapping ID: #LI-AJ3

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As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO