Tax Preparer (Licensed Strongly Preferred)

Location: In Office/Remote

Job Type: Full-Time / Part-Time / Seasonal
Schedule: Monday – Friday, 8:00 AM – 5:00 PM (Some overtime during tax season)

About Us:

We are a fast-growing accounting firm committed to delivering exceptional client service and accurate financial solutions. As our client base continues to expand, we are seeking a Tax Preparer to join our team and help uphold the high standards that define our firm.

Position Summary:

The Tax Preparer plays a critical role in supporting our clients by preparing and filing tax returns, ensuring compliance with current tax laws, and maintaining outstanding client relationships. This position requires a detail-oriented individual with strong analytical skills and a dedication to providing reliable, timely service.

Key Responsibilities:

Prepare individual and small business federal and state tax returns
Review of financial records such as income statements and documentation of expenditures
Ensure compliance with federal, state, and local tax regulations
Research tax issues and provide accurate, compliant solutions
Utilize tax preparation software to complete returns efficiently
Communicate effectively with clients regarding their tax situations and answer related questions
Maintain client confidentiality and adhere to ethical standards
Provide excellent customer service with professionalism and integrity

Qualifications:

Tax Preparer License strongly preferred (or equivalent combination of education, training, and experience)
Minimum of one year of relevant tax preparation experience
Strong organizational skills and attention to detail
Aptitude for numbers and complex calculations
Working knowledge of current federal and state tax laws
Proficiency with tax preparation software (e.g., Drake, Lacerte, Proconnect, or similar)
Ability to work independently and manage multiple deadlines
Willingness to work extended hours during tax season

What We Offer:

Flexible schedule options (F/T, P/T, or Seasonal)
Opportunity for growth in a collaborative, team-oriented environment
Pay: Depends on Experience – opportunities for growth and increased pay
401K matching
Health Insurance reimbursement program
Opportunities for Educational/Professional development

Job Type: Full-time

Pay: $19.74 - $23.00 per hour

Expected hours: 40 per week

Benefits:

401(k)
Flexible schedule
Health insurance

Work Location: Hybrid remote in Roseburg, OR 97470

Umpqua Valley Financial

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