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Tax preparer jobs in Bellevue, WA

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  • Tax Specialist

    H&R Block 4.4company rating

    Tax preparer job in Everett, WA

    About the Company H&R block is looking for experienced tax professionals. Candidates who have experience filing taxes, have a CA/CPA/EA license. Willing to build a career with H&R block. About the Role Tax professionals will be responsible for assisting clients with their tax needs and ensuring compliance with tax regulations. Responsibilities Assist clients in filing their taxes. Ensure compliance with tax regulations. Provide excellent customer service. Qualifications CA/CPA/EA license required. Required Skills Experience in tax preparation. Strong analytical skills. Excellent communication skills. Preferred Skills Previous experience with H&R Block. Knowledge of tax software. Pay range and compensation package Competitive salary based on experience. Equal Opportunity Statement We are committed to diversity and inclusivity in our hiring practices.
    $47k-61k yearly est. 3d ago
  • Experienced Tax Preparer

    HTI 4.3company rating

    Tax preparer job in Seattle, WA

    Responsive recruiter Benefits: Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment. Don't miss out on this opportunity to make a difference for the hardest working! ** $150 Sign-On Bonus for new employees! Terms apply ** What you need: 2+ seasons of previous experience completing individual, trust, and/or partnership tax returns Passion for providing extraordinary customer service Excellent communication and interpersonal skills Ability to thrive in a fast-paced work environment Basic computer skills Willingness to learn Experience in accounting, finance, retail, bookkeeping, or taxes Additional Perks: Full-time and part-time positions are available Flexible Schedule Options - Work that works for you! Work Lotto (Win money for logged shifts) Low-cost benefits (healthcare, dental & vision) Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month) Free identity theft protection Corporate discount program Free tax preparation training and PTIN registration reimbursement Referral bonus opportunities are available for referring qualified candidates Free continuing tax education Enrolled Agent materials and testing reimbursement Opportunities for advancement within the organization Employee referral program & sign-on bonus for new Tax Preparers (terms apply) Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually) 401k with Company Match (eligible to participate after working the first 1,000 hours) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today Compensation: $22.29 - $28.29 per hour Working at Jackson Hewitt Jackson Hewitt is a national brand with local heart. After 40+ years and our name on over 65 million returns, we're not only committed to providing a better tax experience for the hardest-working Americans, but we also strive to change the lives in our communities for the better, too. We offer a full suite of tax preparation services and guidance. Join us. Taxes are fun (really!) At Jackson Hewitt, we're proud to offer tax training to beginners and continuing education courses for more seasoned Tax Pros. We offer on-the-job mentorships too, and we're always championing your professional success and personal goals. Enjoy a flexible schedule and work that works around you for a change. Plus, start earning extra income and learning a recession-proof life skill now. PTIN Certification: Yes Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable 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. CANDIDATE ACKNOWLEDGEMENT: Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation. I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered. I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process. By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out. By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.
    $22.3-28.3 hourly Auto-Apply 60d+ ago
  • Tax Preparer

    Liberty Tax Service 3.8company rating

    Tax preparer job in Kent, WA

    Job Title: Tax Preparer Department/Business Unit: Managed Operations Reports to: Office Supervisor Status: Seasonal FLSA Status: Non-Exempt Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance. Responsibilities/Duties Tax Preparation: * Prepare individual and small business tax returns accurately and efficiently. * Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns. * Ensure compliance with federal, state, and local tax regulations. Customer Service: * Provide outstanding customer service by addressing client concerns and questions in a timely manner. * Conduct client interviews to gather information about their tax situation. * Explain tax return outcomes and provide tax planning advice. Compliance and Accuracy: * Stay updated on current tax laws and regulations through ongoing education and training. * Ensure all returns are prepared in compliance with relevant laws and regulations. * Verify the accuracy of data entered into tax software. Documentation and Recordkeeping: * Maintain organized and accurate records of all client interactions and tax returns. * Ensure all required documents are filed correctly and securely. * Keep up to date with client files and follow up on missing information. Training and Development: * Participate in training sessions and continuing education to maintain professional credentials. * Stay informed about changes in tax laws and software updates. Collaboration: * Work closely with other tax professionals and office staff to ensure a seamless workflow. * Assist in mentoring and training junior staff members as needed. * Assist in marketing execution Qualifications * Strong knowledge of federal, state, and local tax laws and regulations. * Proficiency in tax preparation software and Microsoft Office Suite. * Excellent attention to detail and organizational skills. * Strong analytical and problem-solving abilities. * Superior communication skills, both verbal and written. * Ability to work independently and manage multiple priorities. * Must have PTIN or eligible to receive. Education and Experience * Associate's degree in accounting, finance, or a related field; or equivalent experience. * Minimum of 1-3 years of experience in tax preparation. Physical Requirements Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season. Work Environment The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. Employee Acknowledgement This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed. Liberty Tax Service is an equal opportunity employer.
    $46k-73k yearly est. 8d ago
  • Tax Preparer

    Jth Tax LLC

    Tax preparer job in Kent, WA

    Job Title: Tax Preparer Department/Business Unit: Managed Operations Reports to: Office Supervisor Status: Seasonal FLSA Status: Non-Exempt Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance. Responsibilities/Duties Tax Preparation: Prepare individual and small business tax returns accurately and efficiently. Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns. Ensure compliance with federal, state, and local tax regulations. Customer Service: Provide outstanding customer service by addressing client concerns and questions in a timely manner. Conduct client interviews to gather information about their tax situation. Explain tax return outcomes and provide tax planning advice. Compliance and Accuracy: Stay updated on current tax laws and regulations through ongoing education and training. Ensure all returns are prepared in compliance with relevant laws and regulations. Verify the accuracy of data entered into tax software. Documentation and Recordkeeping: Maintain organized and accurate records of all client interactions and tax returns. Ensure all required documents are filed correctly and securely. Keep up to date with client files and follow up on missing information. Training and Development: Participate in training sessions and continuing education to maintain professional credentials. Stay informed about changes in tax laws and software updates. Collaboration: Work closely with other tax professionals and office staff to ensure a seamless workflow. Assist in mentoring and training junior staff members as needed. Assist in marketing execution Qualifications Strong knowledge of federal, state, and local tax laws and regulations. Proficiency in tax preparation software and Microsoft Office Suite. Excellent attention to detail and organizational skills. Strong analytical and problem-solving abilities. Superior communication skills, both verbal and written. Ability to work independently and manage multiple priorities. Must have PTIN or eligible to receive. Education and Experience Associate's degree in accounting, finance, or a related field; or equivalent experience. Minimum of 1-3 years of experience in tax preparation. Physical Requirements Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season. Work Environment The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. Employee Acknowledgement This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed. Liberty Tax Service is an equal opportunity employer.
    $47k-83k yearly est. Auto-Apply 33d ago
  • Tax Preparer

    Robert Half 4.5company rating

    Tax preparer job in Bellevue, WA

    We are seeking a detail-oriented and knowledgeable Tax Preparer to join our team. This role is ideal for professionals with a solid foundation in tax preparation who are ready to handle more complex returns, assist clients with tax planning strategies, and ensure compliance with federal, state, and local tax regulations. The Intermediate Tax Preparer will work closely with senior staff and clients, providing accurate, timely, and professional tax services while continuing to grow their expertise. Requirements Prepare and review individual and small business tax returns (Forms 1040, 1120, 1120-S, 1065, etc.) Conduct client interviews to gather financial information and documentation Identify potential deductions, credits, and tax-saving opportunities Assist clients in understanding tax liabilities and planning strategies Ensure compliance with IRS regulations and state/local tax laws Maintain accurate records and documentation for all tax filings Support senior tax professionals with complex cases and audits Stay updated on changes in tax codes, laws, and regulations Provide excellent customer service and build long-term client relationships Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
    $43k-63k yearly est. 8d ago
  • Tax Associate - Seattle

    Brighton Jones 4.1company rating

    Tax preparer job in Seattle, WA

    Ready to make a meaningful impact? At Brighton Jones, we're a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. The tax team at Brighton Jones prides themselves on a collective, fun, and supportive work environment. A significant portion of our tax practice consists of managing the tax compliance process for our clients' individual income tax, trust, and gift tax returns. Take our Values in Action Self-Assessment to see how our values align! Your Role: Support the team on compliance matters and tax planning services for our clients Front line preparation of tax returns (federal & state for individual, corporation, partnership, fiduciary) Assist with tax projections and respond to federal and state agency notices and audit requests Support and collaborate with the financial advisory team on tax planning related functions Tend to client needs by phone and email, and attend client meetings as needed Conduct technical research Your Experience: Bachelor's degree in Accounting required; CPA eligible or Masters in Taxation preferred 0 - 1 year of individual income tax return and compliance experience Strong computer skills (Windows, MSFT Office, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH, Axcess, BNA, Checkpoint RIA) Requires strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, regulations and other tax pronouncements Able to manage heavy workloads and projects, many on a time sensitive basis Excellent oral communication skills, with an ability to interact with a tight-knit team of professionals with a range of tax knowledge Highly motivated with ability to function well in a fast-paced environment with continued growth and development This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility. Compensation: Pay: $70,000 - $85,000 per year Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits. Everyone in the company has a pathway to ownership. Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. 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.
    $70k-85k yearly Auto-Apply 41d ago
  • Tax Associate Attorney

    Direct Counsel

    Tax preparer job in Seattle, WA

    Job Description Tax Associate - Portland, OR; Seattle, WA Direct Counsel is seeking a Tax Associate with 2+ years of income tax experience to join the Tax and Benefits Group at a highly regarded firm in Portland. This associate will collaborate with a successful, dynamic team on impactful projects and have access to a full-service bi-coastal platform, supporting both client service and business development. This role offers the opportunity to counsel clients on complex state and federal tax matters, including structuring sophisticated transactions across various industries. The position is ideal for a candidate seeking a supportive environment with national-level exposure. Why Join This Firm? As part of the team, you'll work in a collegial office environment that emphasizes client service, professional growth, and teamwork. Resources, mentorship, and opportunities to participate in pro bono and public service matters will be available. The firm is known for its commitment to diversity, equity, and inclusion, which drives its approach to client advocacy and supports a collaborative workplace culture. Key Requirements: JD from an ABA-accredited law school and active law license LL.M. in Tax 2+ years of income tax experience Strong academic background, with exceptional analytical and writing skills Client-service approach with excellent communication skills Interest in fostering a diverse and collaborative team Ability to manage substantial individual responsibilities Leadership and management opportunities for motivated candidates Compensation: The salary range for this role is $175,000 to $235,000, with adjustments based on experience, location, and other relevant factors. Benefits Package: The firm offers a comprehensive benefits package, including: Medical, dental, and vision insurance 401(k) plan with employer contributions Commuter allowance Disability and life insurance Parental leave Billable credit hours for approved Diversity, Equity, Inclusion, and Pro Bono work, as well as Associate Training Annual bonus and additional benefits Direct Counsel and its client are equal opportunity employers, committed to fostering an inclusive environment for all applicants.
    $56k-96k yearly est. 22d ago
  • PwC - Tax JD/LLM Associate, application via RippleMatch

    Ripplematch Internships 3.9company rating

    Tax preparer job in Seattle, WA

    This role is with PwC. PwC uses RippleMatch to find top talent. Career opportunities at PwC At PwC, our Tax JD professionals use their legal training to help clients navigate complex tax laws, structure business transactions, and make strategic decisions. In this dynamic advisory role, you'll apply legal analysis in a fast-paced, business-focused environment. As a Tax JD Associate, you will engage in tax compliance and client support, contributing to the delivery of exceptional tax services. You will be part of a dynamic team that assists clients in navigating complex tax laws and optimizing their tax positions. As an Associate, you will focus on learning and contributing to client engagements, developing your skills and knowledge to deliver quality work. You will build meaningful client connections, manage and inspire others, and grow your personal brand by deepening your technical knowledge of firm services and technology resources. Here, you'll discover a firm that has the opportunities, mentorship and technology to help take your career to the next level. PwC application process Applying to your school/university site will not count as an official application. When completing your application, you will be asked to upload your current resume. Current students and alumni interested in entry level opportunities are encouraged to apply. Application deadline We encourage you to apply as soon as possible. For many of our opportunities, we recruit on a rolling basis and will close as offers are accepted. Click here to view all PwC application deadlines. Responsibilities Typical responsibilities of a PwC professional at this level include but are not limited to: Apply a learning mindset and take ownership for your own development. Appreciate diverse perspectives, needs, and feelings of others. Adopt habits to sustain high performance and develop your potential. Actively listen, ask questions to check understanding, and clearly express ideas. Seek, reflect, act on, and give feedback. Gather information from a range of sources to analyze facts and discern patterns. Commit to understanding how the business works and building commercial awareness. Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements. What to know as you apply We're seeking candidates who plan to graduate with their Juris Doctorate (JD) by Spring 2026 for our Summer/Fall 2026 Associate opportunity! Applying to your school/university site will not count as an official application. For the majority of entry-level roles at PwC, job seekers are required to complete an assessment to be considered for the role. After you submit an application for an entry-level position, you should expect to receive the assessment via email within a few hours. Review our PwC entry level visa sponsorship eligibility site prior to applying. How can I learn more about PwC? Check out the top reasons people love working here. If you have questions, use our US Careers Recruiter Map to find and connect with your recruiter!
    $53k-83k yearly est. Auto-Apply 60d+ ago
  • Experienced Tax Preparer

    HCE

    Tax preparer job in Bremerton, WA

    Benefits: Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Calling all Experienced Tax Preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment. Don't miss out on this opportunity to make a difference for the hardest working! ** $150 Sign-On Bonus for new employees! Terms apply ** What you need: 2+ seasons of previous experience completing individual, trust, and/or partnership tax returns Passion for providing extraordinary customer service Excellent communication and interpersonal skills Ability to thrive in a fast-paced work environment Basic computer skills Willingness to learn Experience in accounting, finance, retail, bookkeeping, or taxes Additional Perks: Full-time and part-time positions are available Flexible Schedule Options - Work that works for you! Work Lotto (Win money for logged shifts) Low-cost benefits (healthcare, dental & vision) Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month) Free identity theft protection Corporate discount program Free tax preparation training and PTIN registration reimbursement Referral bonus opportunities are available for referring qualified candidates Free continuing tax education Enrolled Agent materials and testing reimbursement Opportunities for advancement within the organization Employee referral program & sign-on bonus for new Tax Preparers (terms apply) Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually) 401k with Company Match (eligible to participate after working the first 1,000 hours) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today Compensation: $17.00 - $25.00 per hour Working at Jackson Hewitt Jackson Hewitt is a national brand with local heart. After 40+ years and our name on over 65 million returns, we're not only committed to providing a better tax experience for the hardest-working Americans, but we also strive to change the lives in our communities for the better, too. We offer a full suite of tax preparation services and guidance. Join us. Taxes are fun (really!) At Jackson Hewitt, we're proud to offer tax training to beginners and continuing education courses for more seasoned Tax Pros. We offer on-the-job mentorships too, and we're always championing your professional success and personal goals. Enjoy a flexible schedule and work that works around you for a change. Plus, start earning extra income and learning a recession-proof life skill now. PTIN Certification: Yes Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable 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. CANDIDATE ACKNOWLEDGEMENT: Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation. I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered. I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process. By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out. By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.
    $17-25 hourly Auto-Apply 60d+ ago
  • Founding Private Client Tax Analyst HNWI

    Catalyst Labs

    Tax preparer job in Seattle, WA

    Our Client Is a startup based in downtown San Francisco building the next gen tax forecasting engine for high-net-worth individuals, designed to give users visibility into their tax obligations, simulate outcomes, and identify strategies to minimize their effective tax rate. They are a growing team, combining deep tax knowledge with engineering rigor, applying modern AI to a domain that has historically resisted automation. This is an opportunity to shape the foundation of a product that will redefine how complex tax planning is done. You will be at the forefront of disrupting the traditional private tax advisory model. About Us Catalyst Labs is a leading talent agency specializing in Tax, Tax Technology and Transfer Pricing. We stand out as an agency that is deeply embedded in our clients recruitment operations. We work directly with hiring managers such as Partners and Directors of Big 4/ Big 6 and Big 20, in-house Tax leaders such as CFOs and Head of Tax and startup founders in the Tax Tech ecosystem, who understand the value of strategic tax leadership, and we take pride in facilitating conversations that are aligned with your expertise and long-term goals. Location : Downtown, San Francisco, CA Full time, On-site General Responsibilities Role Overview As the Founding Tax Analyst, you will define the core tax intelligence of the platform. You will translate complex federal and state tax law into accurate, executable models, and ensure our simulation stack produces insights that are legally sound, practically actionable, and optimized for HNWI clients. This is a hands-on role you will write natural language frameworks (not code) for tax calculations, design evaluation logic for simulations, and work closely with engineers to systemize and digitize tax rules. Responsibilities Write natural language tax calculation logic and develop frameworks for simulation stacks that reflect real-world HNWI scenarios. Analyze 1040s and related forms to identify optimization opportunities, including equity compensation, AMT, trusts, estates, and multi-entity portfolios. Collaborate with engineers to digitize tax rules, ensuring accuracy and actionable outputs. Apply AI and prompt engineering techniques to extract insights from tax documents and identify areas for optimization. Serve as a subject matter expert on federal and state tax laws, providing guidance to the team on interpretation and edge cases. Research and implement strategies that are legally compliant, financially optimal, and practically implementable. Required Skills & Experience 4-8 years of experience in tax preparation, advisory, or accounting with HNWI clients. Deep understanding of AMT, equity compensation, and multi-entity tax structures. Ability to synthesize complex tax documents, identify opportunities, and translate them into clear, structured instructional and guidance / directional frameworks that LLMs (large language models) can follow. Proven experience advising high-net-worth individuals, founders and high income employees and executives on tax strategies. Not required - Preferred / Bonus to have: CPA, tax attorney (LL.M - masters in tax), or accounting or legal background (nice to have, not required). Familiarity with LLMs, AI, or prompt engineering in the context of tax optimization Experience in digitizing tax rules, building simulation logic, or automating advisory processes. Impact This is foundational work, the decisions you make and the frameworks you build will directly impact the accuracy and effectiveness of the platform. You will be working at the intersection of deep tax expertise, cutting-edge AI, and software engineering, helping HNWI clients navigate scenarios that were previously only manageable with a team of advisors. You will be the founding member of the Tax technical Team This is not a peripheral role, it is central to the product, the company, and the vision. Logistics On-site in San Francisco (Embarcadero / Ferry Building) No visa sponsorship available. Candidates must have or be able to independently obtain U.S. work authorization. Full-time - Onsite, Minimum 200k base + 1%+ equity Full Relocation support.
    $66k-99k yearly est. 60d+ ago
  • Tax Associate

    Eide Bailly 4.4company rating

    Tax preparer job in Edmonds, WA

    Work Arrangement: In-office or Hybrid Typical Day in the Life A typical day as a Tax Associate might include the following: * Prepares individual, business, and other types of tax returns for clients in various types of entities and industries. * Working with the tax team to ensure the various components of the tax process are performed -- including tax planning, client interaction and performing special tax projects. * Gathering relevant tax-related information from the client so an accurate tax return can be prepared. * Looking at tax situations from various angles to ensure the maximum tax benefit is applied. * Preparing accounting-related reports through a paperless office environment. * Attends training seminars, professional development, and networking events. Who You Are * You have a Bachelor's degree in Accounting. * You have active CPA license or working towards obtaining CPA license preferred; Enrolled Agent (EA) certification also accepted. * You have 1-3 years of tax experience within public accounting. * You can easily explain details of your tax experience and/or can explain the difference between a 1040 and an 1120. * You have knowledge of tax accounting principles and IRS regulations. * You actively stay up-to-date on the ever-changing tax industry's regulations and policies. * You are a self-starter who enjoys working independently and in a team environment. * You are able to focus on complex tasks and will quickly understand the firm's comprehensive compliance processes. Must be authorized to work in the United States now or in the future without visa sponsorship. Making an Impact Together People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly. Compensation $78,000 - $86,000. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Benefits Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. Next Steps We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page. For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-AH1
    $78k-86k yearly Auto-Apply 26d ago
  • Federal Tax Services Intern - Winter 2027

    Rsm 4.4company rating

    Tax preparer job in Seattle, WA

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. At RSM, interns work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Interns work on multiple team engagements each year, including several pieces of any particular assignment- not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life. Examples of the candidate's responsibilities include: Working on a team that focuses on a wide range of tax specialty areas including accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations Completing tax planning and research Preparing federal and state & local tax returns Understanding tax regulations and accounting pronouncements Basic Qualifications: 90 credit hours completed Working towards B.A. / B.S. degree or equivalent from accredited university Accounting Major Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations A minimum 3.0 GPA is preferred Preferred Qualifications: Excellent written and verbal communication skills Strong computer skills, including proficiency in Microsoft Excel Ability to work effectively on a team Ability to work and multitask in a fast-paced environment At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $36 - $43 per hour
    $36-43 hourly Auto-Apply 60d+ ago
  • Tax Analyst

    Ziply Fiber

    Tax preparer job in Kirkland, WA

    Position Title: Tax Analyst Base Salary: $60,282 to $87,774 annually DOE Benefits: Medical, dental, vision, 401k, flexible spending account, paid sick leave and paid time off, parental leave, quarterly performance bonus, training, career growth and education reimbursement programs. At Ziply Fiber, our mission is to elevate the connected lives of our communities every day. We are delivering the fastest home internet in the Northwest, with a focus on areas traditionally underserved by mainstream internet companies. And as our state-of-the-art fiber network expands in WA, OR, ID and MT, so does our need for team members who can help us grow and realize our goals. We may be building internet, but we are reaching real people. We strive to build relationships and provide customers and communities with refreshingly great experiences. We emphasize our values in all our interactions: Genuinely Caring: Our customers and colleagues are people, and quite possibly our neighbors. We put ourselves in their shoes and give them our full attention. Empowering You: We empower our customers to choose the products that best meet their needs, and we support our employees to implement solutions that elevate the experiences of our customers and coworkers. Innovation and Improvement: We always look for ways to make the experiences of our customers - and each other - better. Earning Your Trust: We earn trust by communicating simply and transparently as real people, not as a corporation. Job Summary The Tax Analyst manages end-to-end processing of Ziply Fiber sales and use tax, utility tax, franchise tax, property tax, and required telecommunication regulatory filings. This includes coordinating with various service providers who are engaged to assist with these functions to ensure deadlines are met and filings are accurate. In addition, this role will serve as the primary point of contact for any tax-related questions from business owners throughout Ziply Fiber. Essential Duties and Responsibilities: The Essential Duties and Responsibilities listed below are a range of duties performed by the employee and not intended to reflect all duties performed. Tax Compliance & Regulatory Filings • Aggregate monthly tax data from multiple systems. • Serve as a secondary point person with Moss Adams on our required telecommunications regulatory filings. • Serve as a secondary point person with our property tax consultant on property taxes are filed timely and consultant is receiving information needed to negotiate assessments. • Assist in transitioning tax and regulatory filing preparation from outsourced to in-house to the extent possible, performing in-house preparation. • Perform periodic reconciliations between tax returns filed and the general ledger. Customer Tax Configuration & Monitoring • Monitor the EMS platform to ensure customer exemptions are appropriately configured on customer account records. Policy, Documentation & Stakeholder Support • Assist in creation of formal documentation of tax-specific policies and procedures. • Available to answer and research tax related issues with various stakeholders throughout the organization. • Manage the tax compliance inbox and respond timely to inquiries from internal and external stakeholders. Other Duties • Performs other duties as required to support the business and evolving organization. Required Qualifications: • Bachelor's degree in accounting, finance, or related field. • Minimum of two (2) years' experience in sales tax and use tax. • Experience using large tax platforms. • Strong excel skills and some proficiency with access or other database tools. • Must have the proven ability to work in a fast-paced environment and meet or exceed deadlines. • High level of confidentiality. • Strong written and verbal communication skills. • Demonstrated excellence in problem solving and follow up necessary to resolve problems. Preferred Qualifications: • Experience with telecommunication taxes preferred. Knowledge, Skills, and Abilities: • Ability to work independently and apply sound judgment and reasoning skills to a variety of situations. • Ability to multi-task and collaborate effectively with other personnel to meet deadlines. • Strong verbal and written communication, attention to detail, and organizational skills. • Ability to work within critical deadlines. • Ability to adjust to rapidly changing priorities and schedules. • Ability to provide excellent customer service. Work Authorization Applicants must be currently authorized to work in the US for any employer. Sponsorship is not available for this position. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Essential and marginal functions may require maintaining the physical condition necessary for bending, stooping, sitting, walking, or standing for prolonged periods of time; most of the time is spent sitting in a comfortable position with frequent opportunity to move about. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Work Environment Work is performed in an office setting with exposure to computer screens and requires extensive use of a computer, keyboard, mouse, and multi-line telephone system. The work is primarily a modern office setting. At all times, Ziply Fiber must be your primary employer. Unless otherwise prohibited by law, employees may not hold outside employment nor be self-employed without obtaining approval in writing from Ziply Fiber. In holding outside employment or self-employment, employees should ensure that participation does not conflict with responsibilities to Ziply Fiber or its business interests. Diverse Workforce / EEO: Ziply Fiber is an equal opportunity employer. Ziply Fiber will consider all qualified candidates regardless of race, color, religion, national origin, gender, age, marital status, sexual orientation, veteran status, and the presence of a non-job-related handicap or disability or any other legally protected status. Ziply Fiber requires a pre-employment background check as conditions of employment. Ziply Fiber may require a pre-employment drug screening. Ziply Fiber is a drug free workplace.
    $60.3k-87.8k yearly 9d ago
  • Grants Accounting Consultant

    Resources Global Professionals

    Tax preparer job in Seattle, WA

    About This Role The Grants Accounting Process SME brings specialized expertise in sponsored research accounting, financial controls, and system-enabled process design within a university or academic medical center. This role strengthens the full grant accounting lifecycle-from award setup through revenue recognition to closeout-ensuring accuracy, compliance, and operational efficiency. The SME collaborates with research administration, post-award accounting, departments, internal controls, and payroll to standardize workflows, reduce risk, and optimize Workday or other ERP-driven grant accounting processes. What You Will Work On Grant Award-to-Close Process Design * Design end-to-end award-to-close workflows for fixed-price and cost-reimbursable grants. * Map all accounting requirements across setup, budgeting, spending, payroll, F&A, billing, revenue recognition, and closeout. Grant Worktags, Journals & Financial Treatment * Define proper use of grant worktags for program income, direct expenses, F&A, revenue recognition, and deficit clearing. * Standardize journal entry practices to align with the chart of accounts and sponsor requirements. Reconciliations & Financial Controls * Develop a repeatable reconciliation process for unbilled receivables to ensure accurate billing and revenue recognition. * Provide clear fund reconciliation guidance and enforce proper fund usage for all grant-related activity. * Enhance internal controls across the grant lifecycle, including segregation of duties and audit readiness. Grant Closeout Standardization * Design and document a standardized Workday (or ERP) closeout process covering reconciliations, reporting, approvals, and final financial actions. * Ensure all grant and fund balances are reconciled prior to closeout in compliance with sponsor requirements and Uniform Guidance. Budgeting & Forecasting Improvements * Enhance annual budgeting with award- and worktag-level detail, sponsor-aligned timelines, and visibility into planned vs. actual spend. * Collaborate with Pre-Award and departments to improve projections and burn-rate analysis. Roles, Responsibilities & Compliance * Document detailed roles and responsibilities by job title and program, including financial owners, preparers, approvers, and reviewers. * Integrate effort certification duties to ensure compliance and audit readiness. Cross-Functional Collaboration * Collaborate with Post-Award Accounting, Billing, Internal Controls, Payroll, Program Managers, Department Administrators, and Central Research Administration. * Lead process design workshops to ensure alignment across university and healthcare units with diverse financial structures. Execution, Policy Development & Change Management * Develop policies, procedures, SOPs, and process maps. * Prioritize workstreams, manage stakeholders, and drive adoption of new processes. * Support testing and validation of accounting and workflow changes in Workday or other ERPs. * Communicate complex accounting and compliance concepts clearly and effectively. What You Will Bring Grants Accounting & Sponsored Research Expertise * In-depth knowledge of federal, state, and industry post-award requirements, including: * Uniform Guidance * NIH, NSF, HRSA, DOD regulations * Clinical research billing and accounting distinctions * Skilled in grant billing, revenue recognition, F&A calculation, fund reconciliation, and financial reporting. Financial, Analytical & Process Design Skills * Strong foundation in fund accounting, balance sheet reconciliation, cost transfers, and audit controls. * Proven ability to design standardized accounting workflows that improve accuracy, compliance, and timeliness. * Analytical problem-solver with expertise in documentation and policy development. Collaboration & Communication * Experienced in partnering with finance, research, clinical units, internal controls, and IT teams. * Effective facilitator driving cross-functional alignment and decision-making. * Clear communicator adept at explaining complex financial and compliance concepts to diverse audiences. Preferred Skills * Familiarity with Workday Financials/Grants or other ERP systems (PeopleSoft, Oracle, SAP, Banner). * Knowledge of system-driven workflows, security roles, and FDM/COA structures. * Experience supporting UAT, configuration reviews, and system-integrated accounting processes. What You Can Expect * Variety of workplace arrangements including hybrid, remote, onsite. * Compensation commensurate with employee qualifications, experience, and other factors including geographic location, market, and operational factors. * Pay Range: $100-$200/hr. * Benefits: Medical, Dental, Vision, Life insurance, Disability insurance, 401(k) savings plan, Employee Stock Purchase plan, Professional development program, Paid Time Off, Paid Sick Time (in geographies where legally required) * An inspirational place for you to do your best work, be engaged in meaningful ways, and continually develop the skills, competencies, and qualities that set our team apart. What We Do At RGP, we're creating a future where businesses produce their best work without constraints. We've built a global network of over 2,600 experts across four regions, providing a comprehensive suite of solutions across on-demand talent, next-generation consulting, and outsourced services to support organizations at every stage of their growth journey. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long-term success through bold innovation and fearless collaboration. Our values guide everything we do and strengthen our commitment to people. By combining smart processes, human-centered design, and advanced technology, we celebrate our team's excellence and ensure we grow together. We believe in the power of continuous learning and development to drive both individual and organizational success. It's time to rethink how work gets done. Dare to Work Differently with RGP. RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information, veteran status, or any other legally protected trait and encourage all applicants to apply.
    $52k-74k yearly est. 2d ago
  • Director, Tax, Trust and Estate Specialist

    Charles Schwab 4.8company rating

    Tax preparer job in Bellevue, WA

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab's approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client's sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention. The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs. What you have As a High Net Worth Trust & Estate/Tax Specialist, you will: Develop and handle strong relationships with Financial Consultants and Portfolio Consultants. Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. Uncover unstated needs from the clients to offer additional Schwab services where relevant Present to large and small groups to share your expertise and the offering to key partners Educate internal partners on your skills and ability to support their clients to drive referrals Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change. Bachelor's degree required Previous experience as a Tax, Trust, and Estate attorney strongly preferred At least one of the following is required; JD, LLM, CPA, CTFA, AEP Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment) Extensive experience advising high net worth clients Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Portfolio Consultants within Schwab Wealth Advisory Shown experience in discovering unstated needs through diagnostic information gathering Excellent presentation skills and demonstrated success in a collaborative environment Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients Travel approximately 10% to 25% In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $51k-68k yearly est. 1d ago
  • Tax Analyst

    Russell Investments 4.5company rating

    Tax preparer job in Seattle, WA

    Business Unit:Global Operations Salary Range:$82,000 USD - $90,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Every day, we seek to improve financial security for people. Joining our Tax Team within our Fund Administration department in the Global Operations division means you will be a part of a passionate and supportive team that believes what we do matters to our clients and investors. You will be responsible for the review of US Mutual Funds, US Exchange Traded Funds and US Alternative Investments tax returns and the calculation of dividends to be paid from these funds. This position will also perform reviews to ensure that all funds adhere to regulations outlined in IRC code section 851 and are taxed as regulated investment companies. You will work closely with other associates to apply all tax regulations in the preparation of tax provisions for various entities. The responsibilities of the individual in this position include: Preparation of workpapers for all tax returns (Forms 1120-RIC, 5500, 8613 and 1065) Working closely with external vendors (fund accounting, fund auditors, foreign tax agents) to ensure that information related to tax deliverables is on time and accurate Review of compliance and testing as it relates to IRC Section 851 Review specific M-1 tax adjustments (PFIC, Wash Sales, Straddles) Review of shareholder year end reporting (Form 1099-DIV, supplemental shareholder reports) Design, develop, and implement process changes due to changing tax law or product initiatives Preparation/review of monthly capital gain dividend estimates Managing the scheduling and review of all tax returns (Forms 1120-RIC, 5500, 8613 and 1065) Scheduling and reviewing the preparation of monthly, quarterly and annual dividend calculations Coordination and review of quarterly estimated client K-1s Work closely with other internal teams and external auditors to prepare the tax footnote disclosures required for annual reports Coordinate the reporting requirements with custodians and foreign tax agents for processing of tax reclaims The successful candidate will have extensive demonstrable skills and experiences including the following: Bachelors Degree in Accounting preferred (or equivalent experience). 2+ years of experience preferred within the asset management or financial services industry Certified Public Accountant preferred Understanding of Internal Revenue Code and Federal Tax Regulations - IRC Subchapter M knowledge preferred Understanding of fund accounting for mutual funds, partnerships and commingled funds is a plus Strong ability to prioritize, organize and work independently Solves and analyzes problems effectively, with a process for decision making Has the ability to understand and appropriately apply principles, procedures, requirements, regulations, and policies related to specialized expertise Intermediate proficiency with Excel including pivot tables, VLOOKUP, data filtering, data validation and conditionally formatting Strong analytical skills with ability to critically assess and interpret data Should be precise with meticulous attention to detail Ability to communicate clearly and build trusted relationships with others Exhibits ability to take on new opportunities and tough challenges with a sense of urgency and enthusiasm Exhibits ability to be a collaborative team player with the ability to interact well with all levels of internal and external personnel and adapt to rapidly changing requirements This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.
    $82k-90k yearly Auto-Apply 29d ago
  • Tax Preparer

    Liberty Tax Service 3.8company rating

    Tax preparer job in Yelm, WA

    Job Title: Tax Preparer Department/Business Unit: Managed Operations Reports to: Office Supervisor Status: Seasonal FLSA Status: Non-Exempt Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance. Responsibilities/Duties Tax Preparation: * Prepare individual and small business tax returns accurately and efficiently. * Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns. * Ensure compliance with federal, state, and local tax regulations. Customer Service: * Provide outstanding customer service by addressing client concerns and questions in a timely manner. * Conduct client interviews to gather information about their tax situation. * Explain tax return outcomes and provide tax planning advice. Compliance and Accuracy: * Stay updated on current tax laws and regulations through ongoing education and training. * Ensure all returns are prepared in compliance with relevant laws and regulations. * Verify the accuracy of data entered into tax software. Documentation and Recordkeeping: * Maintain organized and accurate records of all client interactions and tax returns. * Ensure all required documents are filed correctly and securely. * Keep up to date with client files and follow up on missing information. Training and Development: * Participate in training sessions and continuing education to maintain professional credentials. * Stay informed about changes in tax laws and software updates. Collaboration: * Work closely with other tax professionals and office staff to ensure a seamless workflow. * Assist in mentoring and training junior staff members as needed. * Assist in marketing execution Qualifications * Strong knowledge of federal, state, and local tax laws and regulations. * Proficiency in tax preparation software and Microsoft Office Suite. * Excellent attention to detail and organizational skills. * Strong analytical and problem-solving abilities. * Superior communication skills, both verbal and written. * Ability to work independently and manage multiple priorities. * Must have PTIN or eligible to receive. Education and Experience * Associate's degree in accounting, finance, or a related field; or equivalent experience. * Minimum of 1-3 years of experience in tax preparation. Physical Requirements Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season. Work Environment The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. Employee Acknowledgement This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed. Liberty Tax Service is an equal opportunity employer.
    $46k-74k yearly est. 8d ago
  • Entry-Level Tax Preparer

    HTI 4.3company rating

    Tax preparer job in Seattle, WA

    Responsive recruiter Benefits: Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development Seeking a job that fits around your life? Look no further! We provide flexible scheduling options, so you can balance work and personal commitments. Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today! If you join our team as a Seasonal Entry Level Tax Preparer, you'll conduct one-on-one tax interviews with clients, start to develop your book of business, and provide exceptional customer service. You will also have the opportunity to expand your skill set with professional development and continual training. No matter your work background or experience level, we welcome you to apply! ** $150 Sign-On Bonus for new employees! Terms apply ** What you need: Passion for providing extraordinary customer service Excellent communication and interpersonal skills Ability to thrive in a fast-paced work environment Basic computer skills Willingness to learn Additional Perks: Full-time and part-time positions are available Flexible Schedule Options - Work that works for you! Work Lotto (Win money for logged shifts) Low-cost benefits (healthcare, dental & vision) Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month) Free identity theft protection Corporate discount program Referral bonus opportunities are available for referring qualified candidates Free continuing tax education Enrolled Agent materials and testing reimbursement Opportunities for advancement within the organization Employee referral program & sign-on bonus for new Tax Preparers (terms apply) Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually) 401k with Company Match (eligible to participate after working the first 1,000 hours) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! Compensation: $20.29 - $22.29 per hour Working at Jackson Hewitt Jackson Hewitt is a national brand with local heart. After 40+ years and our name on over 65 million returns, we're not only committed to providing a better tax experience for the hardest-working Americans, but we also strive to change the lives in our communities for the better, too. We offer a full suite of tax preparation services and guidance. Join us. Taxes are fun (really!) At Jackson Hewitt, we're proud to offer tax training to beginners and continuing education courses for more seasoned Tax Pros. We offer on-the-job mentorships too, and we're always championing your professional success and personal goals. Enjoy a flexible schedule and work that works around you for a change. Plus, start earning extra income and learning a recession-proof life skill now. PTIN Certification: Yes Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable 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. CANDIDATE ACKNOWLEDGEMENT: Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation. I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered. I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process. By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out. By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.
    $20.3-22.3 hourly Auto-Apply 60d+ ago
  • Tax Preparer

    Jth Tax LLC

    Tax preparer job in Renton, WA

    Job Title: Tax Preparer Department/Business Unit: Managed Operations Reports to: Office Supervisor Status: Seasonal FLSA Status: Non-Exempt Tax Preparer role involves preparing accurate tax returns for individuals and small businesses, providing exceptional customer service, and staying current with tax regulations and laws. The Tax Preparer will play a critical role in helping clients achieve financial success and compliance. Responsibilities/Duties Tax Preparation: Prepare individual and small business tax returns accurately and efficiently. Review financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare tax returns. Ensure compliance with federal, state, and local tax regulations. Customer Service: Provide outstanding customer service by addressing client concerns and questions in a timely manner. Conduct client interviews to gather information about their tax situation. Explain tax return outcomes and provide tax planning advice. Compliance and Accuracy: Stay updated on current tax laws and regulations through ongoing education and training. Ensure all returns are prepared in compliance with relevant laws and regulations. Verify the accuracy of data entered into tax software. Documentation and Recordkeeping: Maintain organized and accurate records of all client interactions and tax returns. Ensure all required documents are filed correctly and securely. Keep up to date with client files and follow up on missing information. Training and Development: Participate in training sessions and continuing education to maintain professional credentials. Stay informed about changes in tax laws and software updates. Collaboration: Work closely with other tax professionals and office staff to ensure a seamless workflow. Assist in mentoring and training junior staff members as needed. Assist in marketing execution Qualifications Strong knowledge of federal, state, and local tax laws and regulations. Proficiency in tax preparation software and Microsoft Office Suite. Excellent attention to detail and organizational skills. Strong analytical and problem-solving abilities. Superior communication skills, both verbal and written. Ability to work independently and manage multiple priorities. Must have PTIN or eligible to receive. Education and Experience Associate's degree in accounting, finance, or a related field; or equivalent experience. Minimum of 1-3 years of experience in tax preparation. Physical Requirements Position requires working at a desk for periods of time. Some overtime and weekend work may be required, especially during tax season. Work Environment The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. Employee Acknowledgement This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts or working conditions. While this list is intended to be an accurate reflection of the current job, Liberty Tax Service reserves the right to revise the functions and duties of the job or to request that additional or different tasks be performed. Liberty Tax Service is an equal opportunity employer.
    $47k-83k yearly est. Auto-Apply 42d ago
  • Experienced Tax Professional

    H&R Block, Inc. 4.4company rating

    Tax preparer job in Bellevue, WA

    Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. A Typical Day... As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. It would be even better if you also had... * Bachelor's degree in accounting or related field * CPA or Enrolled Agent certification * Experience completing complex returns (individual, trust, partnership) * 5+ years of experience in accounting, finance, bookkeeping or tax * Experience conducting virtual tax interviews * Experience with tax planning and audit support * Sales and/or marketing experience What you'll bring to the team... * Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email * Prepare complete and accurate tax returns * Generate business growth, increase client retention, and offer additional products and services * Provide clients with IRS support * All certification levels can provide tax notice services * Circular 230 associates can provide audit representation * Mentor and support teammates * Successful completion of the H&R Block Tax Knowledge Assessment* * Experience in accounting, finance, bookkeeping or tax * Experience completing individual returns * Experience working in a fast-paced environment * Comfort working with virtual tools - video, phone and chat * Ability to effectively communicate in person, via phone and in writing * Must meet IRS and applicable state requirements * High school diploma / equivalent or higher Why work for us At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs. * Employee Assistance Program with Health Advocate. * Wellbeing program, BetterYou, to help you build healthy habits. * Neurodiversity and caregiver support available to you and your family. * Various discounts on everyday items and services. * Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan. * Check out all available benefits at ********************** The Community You Will Join: At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. If you're looking to make an impact, H&R Block is the place for you. * Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Sponsored Job #27460 As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
    $47k-66k yearly est. Auto-Apply 60d+ ago

Learn more about tax preparer jobs

How much does a tax preparer earn in Bellevue, WA?

The average tax preparer in Bellevue, WA earns between $36,000 and $107,000 annually. This compares to the national average tax preparer range of $30,000 to $85,000.

Average tax preparer salary in Bellevue, WA

$62,000

What are the biggest employers of Tax Preparers in Bellevue, WA?

The biggest employers of Tax Preparers in Bellevue, WA are:
  1. HTI
  2. Jackson Hewitt
  3. Formation
  4. Robert Half
  5. Jth Tax LLC
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