What are the responsibilities and job description for the Experienced Tax Preparer position at HM Partners?
About the job
Position Summary
We are seeking an experienced and detail-oriented Tax Preparer with a minimum of 3–5 years of tax preparation experience. This role is ideal for a motivated professional who enjoys working directly with clients and is willing to support bookkeeping, payroll, and other accounting projects.
The ideal candidate is organized, client-focused, and technically proficient, with the ability to thrive in a fast-paced environment and manage a high-volume workload during tax season.
Key Responsibilities
Tax Preparation & Compliance
- Prepare and review individual, business, partnership, and corporate tax returns
- Analyze financial records and supporting documentation for accuracy and completeness
- Conduct tax planning and identify tax-saving opportunities for clients
- Respond to client tax questions and provide professional guidance
- Assist with IRS and state tax notices and correspondence
- Ensure compliance with federal, state, and local tax regulations
- Maintain accurate and organized client files and documentation
Accounting Support
- Assist clients with bookkeeping and monthly accounting services
- Process payroll and payroll tax filings
- Reconcile bank and credit card accounts
- Prepare financial reports and assist with year-end closing activities
- Support special projects and administrative/accounting tasks as needed
Qualifications
- Active Enrolled Agent (EA) license strongly preferred
- 3–5 years of tax preparation experience
- Proficiency in tax and accounting software
- Strong knowledge of individual and business tax returns
- Strong analytical, organizational, and communication skills
- Ability to manage multiple deadlines during peak tax season
- High level of professionalism, confidentiality, and attention to detail
Compensation & Benefits
- Competitive salary based on experience
- Opportunities for professional growth and development
- Paid time off and holiday pay
- Health stipend available
- Overtime opportunities during tax season or time off for extra hours worked during tax season, subject to company policy