We are seeking a highly motivated and technically proficient Tax Preparer with heavy business tax preparation experience to work on complex tax preparation for our clients. The ideal candidate will be a knowledgeable tax professional with experience preparing personal and business tax returns, conducting tax research, and communicating with clients. A key focus of this role will be to prepare complex business tax returns involving a variety of entity structures. The position will work with other members of the Tax Preparation department, under the direction and supervision of the Tax Manager. Minimum Qualifications
3-6 years of experience in tax preparation, with increasing responsibility and complexity
Bachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plus
Advanced qualification (e.g. CAP, EA) in progress is required, completion is preferred
Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)
Knowledge of corporate and personal tax planning strategies
Additional experience in accounting, finance advisory, and/or consulting services
Key Responsibilities
Prepare and manage federal, state, and local tax returns for a diverse client portfolio, with primary emphasis on Partnerships (Form 1065) , S-Corporations (Form 1120-S), C-Corporations (Form 1120), and complex individual (Form 1040) returns, various schedules, and workpapers
Perform review of less complex business and individual returns prepared by offshore teams, ensuring technical accuracy, consistency, and compliance
Conduct detailed tax research on complex technical issues
Prepare responses to notices from federal and state taxing authorities and assist with tax audit support
Own client engagements from document collection to final filing, managing deadlines and coordinating with internal teams for project support
Provide guidance and technical support to other team members
Maintain professional client relationships, gather necessary data efficiently, and clearly communicate tax implications and filing status
Contribute to company Knowledge Base for client FAQS and company Best Practices
Skills, Knowledge and Expertise
Ability to manage projects independently and take responsibility for complex outcomes
Exceptional attention to detail in a high-volume, deadline-driven environment
Proven ability to communicate complex tax issues both verbally to clients and in writing in research memos and review notes
Demonstrated ability to improve and streamline existing workflow processes
Skill in effectively managing communication and issue resolution with external teams (e.g. offshore partners)
High ethical standard, conducts self with honesty and integrity
Benefits
Remote work
Medical, dental, vision, life, and voluntary life insurance
401(k) with company match
Paid vacation and sick days
Paid holidays
Continuing education
Teambuilding events
Tax Alchemy is a tax preparation and financial advisory firm that serves high-net-worth (HNW) clients with comprehensive tax compliance, planning, and wealth management services. The firm operates with both internal and offshore tax preparation teams, managing complex tax returns for individuals, partnerships, corporations, and trusts across federal, state, and local jurisdictions. In addition to tax services, Tax Alchemy provides financial planning and advisory services through a structured pod model, delivering integrated guidance on investment strategy, retirement planning, tax optimization, risk management, and estate planning. The company combines technical tax expertise with relationship-focused financial advisory to deliver a holistic service experience to affluent clients.
