What are the responsibilities and job description for the Tax Preparer / Tax Associate position at Vaillancourt & Lefebvre Wealth Management, LLC?
Tax Preparer / Tax Associate
Vaillancourt & Lefebvre Wealth Management
Salem, NH | In-Office | Full-Time or Part-Time
Vaillancourt & Lefebvre Wealth Management is seeking an experienced Tax Preparer / Tax Associate to join our growing financial services firm in Salem, NH.
This position is ideal for someone who enjoys tax preparation but wants to work in an environment where tax planning is integrated with a client's overall financial picture. Our tax department primarily serves existing financial planning and wealth management clients, allowing our team to develop long-term relationships and provide more proactive, comprehensive service.
Responsibilities
- Prepare individual federal and state income tax returns
- Prepare select business returns, including corporations and partnerships
- Prepare trust and estate tax returns as needed
- Review client tax documents for completeness and accuracy
- Assist with tax planning and projections throughout the year
- Identify potential tax issues, planning opportunities, and missing information
- Communicate with clients regarding tax documents, questions, and outstanding items
- Work closely with our financial advisors and client service team
- Maintain accurate client records and documentation
- Follow established tax department procedures and workflows
- Help manage and oversee tax department workflows during tax season
- Assist with extensions, estimated payments, notices, and other tax-related client needs
Qualifications
- 3–5 years of tax preparation experience preferred
- Strong experience preparing individual income tax returns
- Experience with business, partnership, trust, and/or estate returns is a plus
- Experience with UltraTax CS strongly preferred
- Experience with SurePrep is a plus
- Comfortable working within structured digital workflows and document-management systems
- Strong attention to detail and organizational skills
- Ability to manage multiple client returns and deadlines simultaneously
- Strong written and verbal communication skills
- Ability to work collaboratively within a financial services environment
About the Role
This is an in-office position in Salem, New Hampshire
Unlike a traditional tax-preparation-only firm, our tax services are part of a broader financial planning and wealth management relationship. The person in this role will have the opportunity to work alongside financial advisors and gain exposure to the connection between tax preparation, tax planning, investments, retirement planning, and overall financial strategy.
This is an excellent opportunity for someone looking to build a long-term career within a tax and financial services firm rather than simply move from one tax season to the next.
Compensation
Competitive salary/pay commensurate with experience.
Benefits and additional compensation details can be discussed during the interview process.
Pay: From $60,000.00 per year
Application Question(s):
- How many years of paid, professional experience do you have preparing tax returns for clients?
Exclude preparing only your own returns or unpaid returns for family and friends.
- Which of the following have you personally handled when preparing individual tax returns?
Select all that apply.
Schedule C / self-employment income
Schedule E / rental properties
Investment sales and cost-basis reporting
K-1 income from partnerships, S corporations, or trusts
Retirement distributions and related tax reporting
Returns involving more than one state
Primarily straightforward W-2 returns
None of the above
- Which tax-preparation software have you used professionally, and how recently?
- Which business, trust, or estate income tax returns have you personally prepared?
- Please describe your experience with our tax technology: UltraTax CS, SurePrep, SafeSend, and ShareFile. For each system you have used, explain how recently you used it and which tasks you personally completed—for example, preparing returns, processing source documents, delivering returns for signature, tracking e-file status, or requesting missing client documents. If you have used similar systems, please list them.
- This position includes managing and overseeing tax-season workflows, tracking return status, coordinating client follow-up for missing information, and monitoring deadlines, in addition to preparing tax returns. Are you comfortable with and willing to take ownership of these responsibilities?
Education:
- Bachelor's (Required)
Experience:
- Tax Preparation: 3 years (Required)
- preparing individual federal Tax Return: 2 years (Required)
- Tax workflows, client follow-up and deadline management: 1 year (Required)
Ability to Commute:
- Salem, NH 03079 (Required)
Work Location: In person
Salary : $60,000