What are the responsibilities and job description for the Seasonal Tax Preparer position at The Planning Center?
Who We Are
The Planning Center is a fee-only financial planning firm that provides a safe place for their clients to discuss what matters most to them and their family. Our goal is to help people make better decisions as they navigate life's transitions and guide them toward the life they want. We have five locations within the U.S. and are continuing to expand our office and client footprint. As a mid-size privately owned company, we value diverse perspectives, entrepreneurial thinking, and above all, a commitment to always act in our client’s best interests.
What You’ll Do
Tax planning and return preparation are an integral part of our financial planning services. We are looking for a seasonal tax preparer for approximately 30 to 40 hours per week from early February to mid April of 2026. We value work/life balance and provide flexible hours and schedules for our team members. Our ideal candidate would have the desire to return to this role for multiple tax seasons and be a valued, ongoing part of our team for multiple years.
Your responsibilities will include:
- Initial tax return preparation of primarily 1040 tax returns of varying complexity.
- Collaboration with our tax team to best serve our clients.
What You Need
- At least one year of tax preparation experience required
- Bachelor’s degree in accounting preferred (or working towards degree with significant completion of tax curriculum)
- Proficiency with technology for a paperless tax preparation environment
- Strong interpersonal skills
- High professional integrity
- Attention to detail
- Ability to work primarily on-site in our office in Moline, IL
Job Type: Temporary
Pay: $23.00 - $35.00 per hour
Work Location: In person
Salary : $23 - $35