Tax Preparer (Seasonal)

O'Rourke Tax Service is a tax and accounting firm located in downtown Oshkosh, WI. We have been serving clients in our community since 1989 and are dedicated to providing high quality service.

We are looking for a Tax Preparer to join our team for the 2024 tax season. In this role, you will assist individuals in fulfilling their tax filing obligations through both in-person meetings and processing drop-off returns. The ideal candidate is attentive to details and has at least two years of experience in individual income tax return preparation.

Job Type and Hours

This is a seasonal position, from December 2024 through April 2025. The role can convert to full-time for the right candidate.

• Hours: 40 hours a week is expected during tax season (though there may be more hours available if interested). More hours likely required near deadlines.
• Schedule: We are open Monday through Saturday each week. You have some flexibility in setting work hours, as long as it is consistent from week to week. Saturday hours are expected.

Responsibilities:

• Prepare individual Form 1040 tax returns in accordance with firm guidelines and applicable tax laws.
• Analyze the clients tax situation and evaluate information provided to ensure accuracy and completeness of returns prepared.
• Meet with clients in person and correspond with clients who drop off their returns for tax return preparation.
• Address client questions or concerns with their tax returns.
• Be able to prepare accurate tax returns in a fast-paced environment.
• Organize client provided documentation and workpapers for supervisor review as needed.
• You can assist with entity tax return preparation, if you have interest and relevant experience and skills.
• Assist with other projects as assigned by management.

Qualifications:

• Two or more years of experience in an individual tax preparation role (Required)
• Proficiency in Microsoft Office products (Word, Excel, Outlook) (Required)
• Experience with Drake Tax preparation software (Strongly Preferred)
• Associates or bachelor’s degree in accounting or related field (Preferred)
• Enrolled Agent (EA) or Certified Public Accountant (CPA) (Preferred)

Compensation and Benefits

• Compensation is based on experience; hourly rates start at $22 per hour.
• Incentives for becoming a licensed preparer (CPA or EA). We also help pay for continuing education credits each year.
• Company sponsored retirement plan with company match on contributions.
• Potential for full-time employment for the right candidate.
• Opportunity to learn from experienced tax professionals, including CPA and EA licensed preparers.

Job Type: Full-time

Pay: From $22.00 per hour

Expected hours: 40 per week

License/Certification:

• Certified Public Accountant (CPA) license (Preferred)
• Enrolled Agent (EA) license (Preferred)

Ability to Relocate:

• Oshkosh, WI 54901: Relocate before starting work (Required)

Work Location: In person

Salary : $22