What are the responsibilities and job description for the Tax Preparer position at Aldrich?
Description
Join Aldrich CPAs Advisors as a Seasonal Tax Preparer and play a vital role in helping our clients navigate their most important financial moments. We are seeking a few dedicated, detail-driven tax professionals to support our team through the busy season. Whether you’re looking for full-time hours or a stable, part-time schedule of 30 hours per week, we have room for experienced preparers who want to do high-quality, consistent work — without the pressure of moving into review or management roles.
If you’re a reliable tax preparer looking for a seasonal opportunity with a respected West Coast firm, Aldrich is the place for you.
Requirements
You’ll Get a Chance To
Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.
Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full time position is $35-$50 per hour.
Check out more about Aldrich at https://aldrichadvisors.com/.
What You Should Know
This role is able to be a part-time or full-time seasonal position and can be either in-person or hybrid out of either our Portland or San Diego offices. Our standard office hours are Monday – Friday, 8 AM – 5 PM. Seasonal Tax Preparers primarily work during the traditional busy season from January through the April 15 filing deadline, with a second peak period in the weeks leading up to the October 15 extension deadline.
Candidates interested in applying for this opportunity must be legally authorized to work in the United States without the need for employer sponsorship.
To Apply
Submit your resume. A cover letter is optional (but appreciated).
We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.
Salary Description
$35-50
Join Aldrich CPAs Advisors as a Seasonal Tax Preparer and play a vital role in helping our clients navigate their most important financial moments. We are seeking a few dedicated, detail-driven tax professionals to support our team through the busy season. Whether you’re looking for full-time hours or a stable, part-time schedule of 30 hours per week, we have room for experienced preparers who want to do high-quality, consistent work — without the pressure of moving into review or management roles.
If you’re a reliable tax preparer looking for a seasonal opportunity with a respected West Coast firm, Aldrich is the place for you.
Requirements
You’ll Get a Chance To
- Prepare individual returns for high net worth clients
- Review prior returns and client documents to determine the correct forms and approach
- Identify and apply relevant deductions, exemptions, and credits
- Calculate taxes owed and ensure timely, accurate filings
- Maintain confidentiality and secure handling of all client financial information
- Support clients with questions and identify discrepancies or potential errors
- Work independently and react well under pressure during peak season
- 2 years of tax preparation experience
- Strong understanding of federal and state tax codes
- Ability to work accurately and efficiently with minimal supervision
- Exceptional attention to detail and organizational skills
- Professionalism, discretion, and reliability
- Commitment to a seasonal schedule (January–April, September-October) with flexibility around part-time or full-time (30 hours/week)
- High-net-worth and complex 1040s
- Gift/trust returns
Aldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.
Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full time position is $35-$50 per hour.
Check out more about Aldrich at https://aldrichadvisors.com/.
What You Should Know
This role is able to be a part-time or full-time seasonal position and can be either in-person or hybrid out of either our Portland or San Diego offices. Our standard office hours are Monday – Friday, 8 AM – 5 PM. Seasonal Tax Preparers primarily work during the traditional busy season from January through the April 15 filing deadline, with a second peak period in the weeks leading up to the October 15 extension deadline.
Candidates interested in applying for this opportunity must be legally authorized to work in the United States without the need for employer sponsorship.
To Apply
Submit your resume. A cover letter is optional (but appreciated).
We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.
Salary Description
$35-50
Salary : $35 - $50