What are the responsibilities and job description for the Tax Preparer (CPA, EA, or credential-track) position at L&M Wealth Management?
Overview
L&M Wealth Management is a relaxed-atmosphere financial advisory firm with a growing tax practice, headquartered in Amherst, NY. Since 1972, we've grown our business by adding value for our clients: building relationships through honesty, integrity, and hard work. We show up every day thinking about ways we can serve our clients better.
We’re seeking a CPA or EA (or someone on their way) to work alongside our Tax Director in preparing tax returns (mostly 1040's) for our wonderful clients. You’ll be a great fit if you have excellent interpersonal skills and the technical skill to prepare and review tax returns.
Our friends in public accounting tell us that busy season never seems to end. We are very busy for 75 days ending April 15, and relaxed/flexible throughout the rest of the year, with unlimited PTO outside of tax season.
Organization, detail-orientation, and excellent follow-up are key.
Compensation and Schedule
- Salary: $75K-$110K, depending on experience and credentials
- Benefits: [health, dental, vision, 401(k) with match, etc.]
- A busy season with a defined end: about 75 days leading up to April 15, then a relaxed, flexible schedule the rest of the year
- Unlimited PTO outside of tax season
Work Environment
- This is an in-person only role based in Amherst, NY.
Pay: $75,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
Application Question(s):
- List company(s) you have experience doing tax preparation work for:
Experience:
- tax preparation: 2 years (Preferred)
Work Location: In person
Salary : $75,000 - $110,000