Experienced Tax Preparer in Maryland

Job Type: Full-Time or Seasonal (JanuaryApril)

About Us

We are a client-focused tax and advisory firm dedicated to delivering personalized, high-quality service across individual, business, and trust taxation. We value professionalism, integrity, and efficiency and were looking for an experienced tax preparer to join our Maryland / California remote team. We currently have other team members working in Maryland.

Position Overview

We are seeking a proficient and detail-oriented tax preparer who is experienced in federal and California state tax return preparation. The ideal candidate will be skilled in handling complex individual and small business tax situations and capable of working independently while meeting firm deadlines.

Key Responsibilities

• Prepare and review 1040, Schedule C, 1120-S, 1065, and state returns, with a strong emphasis on California tax law

  Conduct client interviews to gather data and clarify tax issues

  Identify potential tax credits and deductions to optimize client savings

  Maintain accurate workpapers and documentation for each return

  Address client inquiries and follow up on tax return status

  Ensure compliance with federal and Maryland state tax regulations

  Stay current with tax law updates and apply them appropriately

Required Qualifications

• Minimum 3+ years of recent experience preparing federal tax returns

  Valid IRS PTIN

  Registered as a Maryland Individual Tax Preparer
  or exempt: CPA, EA

  Strong understanding of California individual and small business tax regulations

  Proficiency with Lacerte, ProConnect

  Excellent communication and organizational skills

  Ability to manage multiple returns in a deadline-driven environment

Preferred Qualifications

• Credentialed as a CPA, EA, or AFSP participant

  Experience with tax resolution or IRS correspondence



• Compensation & Benefits

• Competitive hourly or salaried pay (commensurate with experience)

  Bonus opportunities based on performance

  Flexible hours with remote/hybrid options

  Company-provided training and CE support

  Supportive and collaborative work environment