REMOTE Seasonal Tax Preparer for Wealth Management

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


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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