What are the responsibilities and job description for the Seasonal Tax Preparer position at Cowen Tax Advisory Group, Inc.?
Cowen Tax Advisory Group
Helping our clients feel good, live well, and retire happy.
SEASONAL TAX PREPARER
Farmington, CT | Seasonal, 30 to 40 hours per week | On-site
$55 to $60 per hour, based on experience
Season: February 1 through April 30, 2027
POSITION SUMMARY
Cowen Tax Advisory Group is hiring an experienced tax professional for the 2027 filing season. This is a full preparer role, not an input-only position. You will take individual returns from start to finish and sign them as paid preparer. Experienced candidates may also review returns prepared by others on the team.
Most of our clients are retirees and pre-retirees in Central Connecticut, and many are also financial planning clients of the firm. The returns you prepare inform the retirement planning conversations that follow.
KEY RESPONSIBILITIES
- Prepare individual federal and state income tax returns (Form 1040 and related schedules) from intake through completion.
- Sign returns as paid preparer.
- Handle the full range of individual return work, including K-1s, rental properties, Schedule C, multistate returns, brokerage statements with securities sales, interest and dividend income, multiple 1099s, and less common income types.
- Depending on experience, review returns prepared by other team members.
- Identify missing information early and follow up with clients to gather what is needed.
- Keep organized, complete workpapers and notes in the firm’s tax software.
- Flag planning opportunities and open questions to the firm’s advisors.
QUALIFICATIONS
- 5 years of experience preparing individual (Form 1040) returns
- Active PTIN
- Current on today’s tax law, with recent, active preparation experience
- Experience signing returns as paid preparer preferred. Strong preparers signing for the first time are welcome and will be supported.
- Experience reviewing returns prepared by others a plus
- Enrolled Agent credential a plus
- Drake Tax experience a plus, not required
- Takes direction well and works comfortably within established processes
- Strong attention to detail and comfort with the pace of peak season
- Clear, warm, professional communication with clients
WHAT TO EXPECT
This is a seasonal, hourly position of 30 to 40 hours per week, from February 1 through April 30, 2027. The first two weeks are for learning our software and processes before the season picks up in mid-February. The last two weeks are for wrapping up open work after the filing deadline.
Hours are reported on a weekly timesheet. The role is on-site at our Farmington office, where our clients meet with us in person or drop off their tax documents.
Benefits: This seasonal position is not eligible for benefits.
ABOUT COWEN TAX ADVISORY GROUP
Since 1978, Cowen Tax Advisory Group, a family-owned firm, has been well known for building lasting relationships with our clients through personalized service, professional expertise and a commitment to integrity. We take pride in our supportive, team-oriented work environment and are looking for dedicated people to join a team that genuinely cares about its clients and one another. Feel Good, Live Well and Retire Happy.
This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the role.
Pay: $55.00 - $60.00 per hour
Expected hours: 30.0 – 40.0 per week
Work Location: In person
Salary : $55 - $60