Seasonal Tax Preparer

  • Full-time

Company Description

Since 1964, Kaizen CPAs + Advisors has been helping businesses maximize their profit potential. As a second-generation, family-owned business we know firsthand what it takes to provide and incorporate forward-thinking advice, preparation, and planning to achieve and exceed business growth goals. 

Job Description

If you enjoy building relationships, playing with numbers, and understand the ever evolving tax code, keep reading! Join our tax team, keep your skills sharp and work during select times of the year and stay engaged in the industry and connected with peers year round. As Tax Preparer you will primarily review tax returns based on experience and may provide other basic accounting services with prior experience. If you are looking for experience during our peak season with opportunities for continuing tax education during the year, then come join the Kaizen Tax Team.

A successful Tax Preparer will:

  • Prepare trust tax returns
  • Verify past tax forms for accuracy
  • Calculate and invoice form preparation fees per firm policy as returns are prepared
  • Frequently interface with client personnel to review and apply accounting and tax principles
  • Contact clients by phone or email to gather necessary information
  • Review files to ensure that they possess the necessary signatures, contain the necessary supporting documentation, and comply with filing due dates
  • Obtain proper filing extensions when necessary
  • Perform detailed review on tax returns, research, and compliance work with an emphasis on calculations, accounting theory, and tax law compliance, depending on experience
  • Perform all work in compliance with the firm’s policies and procedures
  • Maintain the highest level of confidentiality, personal and ethical standards
  • Maintain technical tax skills through on the job training and participation in internal tax training sessions
  • Other duties may be assigned

Qualifications

  • 2 or 4-year accounting degree or equivalent experience preferred but not required
  • 1-2 plus years of tax return review experience preferred but not required
  • CPA, JD, or EA license preferred but not required 
  • Prior experience with a public accounting and/or professional services firm preferred but not required
  • Strong analytical skills to enable effective decision-making
  • Solid written and oral communication skills
  • Must have, or be able to obtain, a PTIN and continuing tax education

Additional Information

Locations:

  • Antioch, Illinois
  • South Barrington, Illinois
  • Arlington Heights, Illinois
  • Lake Zurich, Illinois
  • Kenosha, Wisconsin 

Do you enjoy working from the comfort of your own home? Possible remote/hybrid opportunities for the right candidate! 

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Kaizen CPAs + Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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