Income Tax Preparer

Job Title: Seasonal Tax Preparer

Location: Anthem, AZ 

Job Type: Seasonal (January – June)

About Us:

We are excited to share some important news with you! Freeman Income Tax is now officially Anthem Tax and Wealth. This change reflects our evolving mission and vision as we continue to grow and better serve our community.

Anthem Tax and Wealth is a reputable accounting and wealth management firm committed to providing top-tier tax services and wealth management to individuals and small businesses. We pride ourselves on accuracy, efficiency, and exceptional customer service, particularly during the busy tax season.

Position Overview:
We seek a detail-oriented and experienced Seasonal Tax Preparer to join our team during the tax season. The ideal candidate will have a strong understanding of federal and state tax regulations and a passion for helping clients navigate the complexities of tax preparation. This is a temporary, seasonal role with the potential for recurring seasonal employment or full-time employment.

Key Responsibilities:

• Prepare and file individual (1040) and small business tax returns (Schedules C, E, etc.).
• Review financial records such as income statements and documentation of expenditures.
• Ensure compliance with federal, state, and local tax regulations.
• Advise clients on tax deductions, credits, and tax strategies to optimize returns.
• Respond to client inquiries promptly and professionally.
• Maintain confidentiality and security of sensitive client information.

Qualifications:

• Experience in tax preparation (1–2 years preferred).
• Familiarity with tax preparation software such as Drake, Ultra Tax, Turbo Tax etc.
• Knowledge of federal and state tax regulations.
• Strong attention to detail and accuracy.
• Excellent communication and customer service skills.
• Ability to work independently and meet deadlines in a fast-paced environment.
• CPA, EA, or PTIN certification is a plus but not required.

Schedule & Compensation:

• Flexible work hours, including evenings and weekends, are necessary during peak season.
• Competitive hourly rate or per-return pay (commensurate with experience).
• Opportunity for future seasonal roles or full-time employment.

How to Apply:
Interested candidates should submit their resumes and brief cover letters to Valerie Corbett, vcorbett@anthemtaxaz.com. Please include "Seasonal Tax Preparer Application—[Your Name]" in the subject line.

Anthem Tax and Wealth is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We look forward to meeting you!

Rebecca Wyatt, EA, Wealth Advisor