Tax Preparer

Seasonal Tax Preparer

Hybrid, Temporary
• Raleigh, North Carolina

Join Our Team as a Seasonal Tax Preparer at Financial Symmetry

Do you enjoy helping people with their taxes? At Financial Symmetry, our tax preparation services are in high demand. We’re looking for tax preparers to help with seasonal tax planning and preparation.

What You’ll Do:

You’ll team up with our in-house CPAs and tax planners to prepare individual federal and state tax returns. There’s potential for tax planning work this October-December and a chance to move into a full-time role in 2026.

Schedule:

  • January through April: Up to 30-40 hours/week
  • October through December: Potential for more work
  • Flexible schedules available, but you need to commit to at least 20 hours/week during tax season
  • Onboarding and training for tax prep season starts in late January/early February 2026

What We’re Looking For:

  • Detail-oriented and accurate
  • Comfortable with tax prep software (ProConnect and/or ProSeries preferred)
  • Experienced in preparing individual tax returns with multiple schedules
  • Proficient in Microsoft Outlook, Word, and Excel
  • Great organizational and communication skills
  • Team player who can deliver integrated tax services
  • Able to handle tight deadlines
  • Capable of managing competing deadlines for multiple clients

Required Skills & Experience:

  • Active CPA or Enrolled Agent certification, or at least 5 years of recent experience in preparing tax returns
  • Recent experience with personal tax returns for tax years 2022-2024
  • Experience with complex returns (individual, trust, partnership)
  • 3+ years in accounting, finance, bookkeeping, or tax
  • Comfortable speaking with clients to gather necessary tax info
  • Completion of our aptitude and personality assessment here

Perks:

  • Flexible schedule
  • Paid holidays
  • Opportunity to transition to a full-time role

Ready to join a team that values your skills and supports your growth? Apply today via email – hgudac@financialsymmetry.com.

Share
Posted

June 2, 2025

Open Positions
Financial Symmetry icon
Tax Manager – Wealth Management
Full Time, Hybrid
• Raleigh, North Carolina
Financial Symmetry icon
Wealth Management Internship
Internship
• Raleigh, North Carolina
Financial Symmetry icon

CLIENT CENTER

UPLOAD FILES

Pershing Account