Tax Preparer

Position Overview (La Crosse, WI or Eau Claire, WI)

Advisors Management Group, Inc. is seeking a detail-oriented, client-focused Tax Preparer to prepare accurate individual and small-business tax returns and guide clients through the filing process. The ideal candidate combines strong tax knowledge with clear communication, sound judgment, and a commitment to protecting confidential information.

Key Responsibilities

· Prepare and review federal, state, and local income tax returns for individuals and small businesses.

· Interview clients, collect required documentation, and identify missing or inconsistent information.

· Apply current tax laws, credits, deductions, and filing requirements to each client’s circumstances.

· Explain tax outcomes and filing options in clear, practical language.

· Respond to client questions and provide timely updates throughout the preparation process.

· Maintain organized records and safeguard sensitive financial and personal information.

· Use tax preparation software accurately and efficiently.

· Assist with notices, amendments, extensions, and estimated tax calculations as assigned.

· Meet productivity, quality, and filing-deadline expectations during peak tax season.

Qualifications

· High school diploma or equivalent required; associate or bachelor’s degree in accounting, finance, business, or a related field preferred.

· Prior tax preparation, accounting, bookkeeping, or financial services experience preferred.

· Working knowledge of individual income tax concepts and common tax forms.

· Strong attention to detail, analytical ability, and organizational skills.

· Professional communication and customer service skills.

· Ability to manage multiple returns and deadlines in a fast-paced environment.

· Comfort using tax software, Microsoft Office, and secure document systems.

· Valid Preparer Tax Identification Number (PTIN), or ability to obtain one before preparing returns.

· Ability to maintain confidentiality and comply with applicable ethics and data-security requirements.

Preferred Qualifications

· One or more completed tax seasons in a professional preparation environment.

· Experience preparing Schedule C, Schedule E, small-business returns, or Form 1120.

· Enrolled Agent, CPA, Annual Filing Season Program participation, or other relevant credentials.

· Experience with CCH Tax Software

Schedule and Compensation

Full Time Position: $65,000-$70,000/year

Schedule: Monday, Tuesday, and Thursday 8:30 AM – 4:30 PM & Wednesday and Friday 8:30 AM – 4PM May through December with additional availability during peak filing periods as needed.

Benefits: Paid Vacation and Holidays, Health Insurance, Dental Insurance, Vision Insurance, HSA or FSA accounts, 401K plan, ESOP, and Profit Sharing.

Seasonal Position: $35,000 - 40,000/year for 250-300 returns

February 1st – April 30th Schedule: Office Hours are Monday-Friday 8:30am – 5pm and Saturdays 8am-Noon. Additional hours will be needed to complete work during season.

May 1st – December 31st Schedule: As needed for amendments, notice replies, extensions – flexible based on this need.

Benefits If over 1000 hours per year: 401K plan, ESOP, and Profit Sharing.

How to Apply

Submit your résumé and a brief introduction to melaniec@amgteam.com. Please include “Tax Preparer” in the subject line and note your tax preparation experience, credentials, and availability.

Advisors Management Group, Inc., is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs.

Pay: $35,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Health savings account
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person

Salary : $35,000 - $70,000