Tax Preparer

Tax Preparer (Staff to Senior)

Start Date: January, 2027

Strategic Tax & Accounting, LLC | Birmingham, Alabama

Full-Time | In-Office | $50,000 to $75,000 Bonus and Benefits

Strategic Tax & Accounting, LLC, a 2026 Quantum Certified Workplace and two-time Birmingham Business Journal Best Place to Work (2025 and 2026), is hiring Tax Preparers from entry level (internship experience minimum) through senior accountant to prepare and review returns for roughly 2,000 clients and to deliver tax planning and advisory engagements between filing seasons.

You will prepare Forms 1040 (with Schedules C, E and F), 1120-S, 1065 and 1041 in Drake tax software, with engagements managed in Canopy. Between filing seasons the work shifts to tax projections and tax planning for small business owners.

What You Will Do

• Prepare individual, business, trust and estate returns accurately and on schedule in Drake
• Gather, organize and reconcile client information through Canopy questionnaires and direct client requests
• Research tax questions and document positions clearly
• Communicate with clients by phone, email and in person, and respond to IRS and state notices
• Support tax planning and advisory engagements between filing seasons

Requirements

• Bachelor's degree in Accounting or equivalent work experience
• Experience preparing individual and business returns in a CPA firm or tax office
• Strong attention to detail, organization and written communication
• Ability to work well in a team environment
• Ability to work extended hours January through April and September through October

Strongly Preferred

• CPA or EA, or actively pursuing one (required for senior level, along with 3 years of public accounting tax experience)
• Experience with Drake, Canopy or similar software, and QuickBooks

Compensation and Benefits

Base salary of $50,000 to $75,000 based on experience, upwardly negotiable for candidates with significant experience, tax planning exposure, credentials (CPA or EA) or an existing client base. Benefits include:

• Annual bonus tied to firm tax revenue
• Health, group term life and disability insurance
• Retirement plan matching
• Paid time off, holidays and paid medical leave
• Professional development and continuing education assistance
• CPA and EA exam review course reimbursement
• Equity ownership after a vesting period

About Us

Strategic Tax & Accounting is a growing, multiple office CPA firm serving small business owners, entrepreneurs, investors and individuals with complex tax needs. We are the flagship of a group of affiliated firms that also includes a law firm and a financial advisory firm, so our clients receive integrated tax, legal and financial planning advice.

In 2025, Birmingham, Alabama was named one of Top five metro areas in the U.S. for young, college-degreed professionals ( https://www.wsj.com/lifestyle/careers/us-cities-entry-level-job-market-ab688897?reflink=desktopwebshare_permalink )

Over the past decade, Strategic Tax & Accounting LLC has been honored with many awards from local and state wide media and educational organizations:

Birmingham Business Journal – Leadership in Finance Award (2026)

Birmingham Business Journal – Best Places to Work (2025 & 2026)

Cullman Times Best of the Best – Best Tax Preparation (2026) & Best Accounting Services (2025)

UAB Collat School of Business – Spirit of Collat Award (2025)

Birmingham Business Journal – Who's Who in Accounting (2023, 2024 & 2025)

Birmingham Business Journal – CEO Award (2022)

UAB National Alumni Association – Excellence in Business Top 25 (2014, 2021, 2023 & 2024)

Learn more at www.strategictaxllc.com

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan

Work Location: In person

Salary : $50,000 - $75,000