What are the responsibilities and job description for the Seasonal Tax Preparer position at Financial Foundations Inc?
Are you a seasoned tax professional with 3-5 years of experience, skilled in individual tax returns and familiar with UltraTax software? Join the team at Financial Foundations for this seasonal, flexible position built around your schedule — while helping our clients prepare accurate, timely tax returns.
Why join us?
Competitive pay $25-$35 per hour based on experience.
Flexible scheduling: You set your own hours during tax season (typically Jan–April).
Remote or hybrid work: Work from your home office (with occasional optional office collaboration if needed).
Join a respected firm: Financial Foundations focuses on client-centric tax services and financial planning.
Use the tools you know: If you have experience with UltraTax (or are eager to learn), you’ll be right at home.
Key Responsibilities
Prepare individual federal and state tax returns accurately for clients of Financial Foundations.
Collect and analyze client financial records and documentation.
Enter data into UltraTax (or comparable tax software) and review for accuracy.
Identify deductions, credits, and ensure compliance with tax laws for clients.
Interact professionally with clients via phone, video or email as needed.
Meet deadlines, manage multiple returns, and maintain confidentiality of client information.
Optional: Attend periodic team check-ins/training sessions (remote).
Qualifications & Experience
3-5 years of tax preparation experience (individual returns preferred).
Proficiency with tax preparation software — UltraTax experience strongly preferred.
Strong understanding of federal and state tax laws, regulations, and deadlines.
Excellent organizational skills, attention to detail and ability to work independently.
Strong communication skills (client interactions, remote teamwork).
Reliable home office setup and ability to work remotely if applicable.
Must be eligible for W-2 employment (not purely contract/freelance).
Preference given to candidates who can commit for the full tax season.
What you’ll bring
A self-motivated attitude and ability to manage your own schedule.
Comfort working independently while aligning with firm standards and client quality expectations.
A dedication to accuracy, confidentiality, and high-quality client service.
Willingness to adapt quickly during the busy tax season and collaborate with team when needed.
Salary : $25 - $35