REMOTE Seasonal Tax Preparer for Wealth Management

Creative Financial Staffing
Published
October 15, 2020
Location
San Antonio, TX
Category
Job Type

Description

REMOTE Seasonal Tax Preparer for Wealth Management Firm

About this Company:

Bringing together investment management, tax planning and preparation, financial planning, and estate planning for a comprehensive approach to wealth management. Seeking a seasonal remote tax preparer. Looking to have this individual start right away.

Responsibilities of Seasonal Tax Preparer:

• Remote processing of Individual and Trust Returns
• Assisting clients, creating efficient work processes, processing returns, and staying organized
• Software used is CCH Access Tax

• Cloud based

Required Experience of Seasonal Tax Preparer:

• 4+ years of recent tax preparing experience
• Experience processing both individual and trust returns
• Experience with CCH Access Tax software is a PLUS
• Experience using cloud base software
• Ability to work independently for this seasonal remote role

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