8,363 Tax Preparation jobs in the United States
Program Manager, Financial Stability (Tax Preparation) (Income Tax)
Posted 5 days ago
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Join to apply for the Program Manager, Financial Stability role at United Way of the Bluegrass
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Join to apply for the Program Manager, Financial Stability role at United Way of the Bluegrass
Description
United Way of the Bluegrass (UWBG) works to create the opportunity for all community members to have a better life. We focus on the building blocks of a good life a quality education, financial stability for individuals and families, and good health. The work of UWBG focuses on strategic initiatives, public education, advocacy, outcomes and evaluation, development and strengthening of partnerships/collaborations, convening resource mobilization and investment, and backbone and engagement strategies and activities. We bring together the voices, the expertise, and the resources to define, articulate, and implement a common agenda for change for our region. That is what it means to "Live United" in Central Kentucky.
Description
United Way of the Bluegrass (UWBG) works to create the opportunity for all community members to have a better life. We focus on the building blocks of a good life a quality education, financial stability for individuals and families, and good health. The work of UWBG focuses on strategic initiatives, public education, advocacy, outcomes and evaluation, development and strengthening of partnerships/collaborations, convening resource mobilization and investment, and backbone and engagement strategies and activities. We bring together the voices, the expertise, and the resources to define, articulate, and implement a common agenda for change for our region. That is what it means to "Live United" in Central Kentucky.
POSITION
The role of the Program Manager, Financial Stability, is to provide leadership for UWBG in all aspects of its income management and financial education agenda. The manager leads all relevant financial education programming, including staff coordination and volunteer recruitment, service delivery, data collection, program evaluation, and grant compliance. The position is responsible for the overall growth, marketing, and performance of the VITA (Volunteer Income Tax Assistance) Program, and it includes recruiting, training, and managing volunteers and tax site preparation, including operations, oversight of volunteer preparers, and quality control.
Essential Functions
Program Management: VITA (Volunteer Income Tax Assistance Program)
- Manage staff of coordinators who will recruit and retain adequate volunteer staff to administer the Federal Volunteer Income Tax Assistance (VITA) program.
- Meet or exceed established goals set by the granting agency.
- Lead tax preparation training course & orientation for all volunteers
- Work with the staff of coordinators to establish partnerships with organizations that will allow volunteer tax preparation at their site.
- Work in collaboration with the VITA tax partners to administer, maintain, and expand VITA tax sites.
- Work with marketing, 211, and WayPoint Directors to promote free VITA tax preparation and recruit volunteers.
- Act as liaison between the VITA tax sites and the IRS
- Manage other grant-funded financial education programs as needed.
- Assures compliance with all external financial stability grant requirements.
- Ensures data collection by staff and volunteers.
- Represents Community Impact at meetings, events, presentations, and other such activities as requested or required.
- Other duties as assigned.
Yes
CORE UNITED WAY COMPETENCIES
- MISSION-FOCUSED - A top priority is to create real social change that leads to better lives and healthier communities. This competency drives performance and professional motivation.
- RELATIONSHIP ORIENTED - Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.
- COLLABORATOR - Understands the roles and contributions of all community sectors and can mobilize resources (financial and human) through meaningful engagement.
- RESULTS-DRIVEN - Dedicated to shared and measurable goals for the common good, creating, resourcing, scaling, and leveraging strategies and innovations for broad investment and impact.
- BRAND STEWARD - A brand steward who understands his/her role in growing and protecting the reputation and results of the greater network.
- Drive for Stakeholder Success
- Effective Communication
- Adaptability and Change Management
- Cross-Functional Capability and Collaboration
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, etc. This position will be primarily based out of the Marksbury/Palmer Waypoint Center. This position requires regular travel between VITA sites throughout the communities we serve.
EXPECTED WORK HOURS
Tax season is defined as January through April. During this period, the expected work hours are Monday through Thursday, 11:30 AM to 8:00 PM, and Friday, 8:30 AM to 5:00 PM. From May through December, the standard work hours are Monday through Friday, 8:30 AM to 5:00 PM. Occasional Saturday work is required throughout the year. Flextime hours must be pre-approved by your manager. Employees must be willing to work a non-standard schedule, including nights, weekends, and other unusual hours, particularly during tax season.
Physical Requirements
The employee must regularly communicate clearly, in oral and written formats, with others in person, over the phone, and via other devices. The employee must be able to transcribe, read extensively, prepare, and analyze data and figures, and operate a computer and other standard office machinery. The employee must be able to lift, carry, push, and/or pull objects weighing up to 25 lbs.
Pre-employment Screening Requirements
Any candidate offered a position may be required to pass pre-employment screenings as mandated by UWBG. These screenings may include a national background check, language testing, and Motor Vehicle Record (MVR) review.
Benefits
Our robust benefits package includes 100% employer-paid premiums on employee-only health, dental, and vision plans; 3%-6% employer contributions to 401(k), employer-paid life/STD
SALARY
$22.00 - $5.00 per hour
The position is funded by an Internal Revenue Service (IRS) grant through September 30, 2026. This grant funded position is subject to review by leadership annually. Continued employment beyond the time and scope of the grant is contingent on ongoing support from the IRS or other resources developed by UWBG.
Requirements
QUALIFICATIONS
- Bachelors Degree from an accredited institution, or equivalency required.
- Demonstrated experience in project planning, execution, and management, including the direct oversight of project staff.
- Ability to review financial information and records, including statements, business expenditure documents, receipts, and expense reports, to develop an accurate understanding of the clients finances.
- Demonstrated supervisory and management experience is essential, with experience in volunteer coordination a plus.
- Must communicate professionally and effectively in group settings in one-on-one conversations and prepare and deliver effective presentations. Must be able to build relationships and relate to people in an open, friendly, and accepting manner while achieving high levels of client satisfaction.
- Ability to work independently yet function as a productive team member.
- Flexibility in handling day-to-day work challenges and shifting priorities confidently while using good problem-solving skills with the ability to make sound business decisions.
- Demonstrated ability to analyze information, utilize critical thinking, be innovative, provide conflict resolutions, and have excellent decision-making skills reflected in this position's job performance.
- In addition to English, fluency in another language is a plus.
- Valid Kentucky drivers license is required, as well as access to a reliable, insured automobile to be used for work-related travel in the Central Kentucky area
- Upon starting the position, the successful candidate must receive IRS Certification for Stakeholder Partnerships, Education, and Communication (SPEC).
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Project Management and Information Technology
- Industries Non-profit Organization Management
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#J-18808-LjbffrTax Preparation Professional
Posted 1 day ago
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We are looking for a Tax Preparation Professional to join our team! This role will consist of the preparation of individual, business, and estate/trust tax returns. The desired candidate will have 2+ years of tax experience. This is a great opportunity to onboard with a rapidly growing tax-focused CPA firm that services a wonderful roster of individual and small business clients throughout West Michigan! Who We Are Strategic CPA Accounting & Tax Solutions LLC is a Grand Rapids, MI CPA firm providing comprehensive accounting and tax services for businesses in the Grand Rapids area. We are a firm with a reputation for knowledge and integrity. We currently have three different office locations-Grand Rapids, Grand Haven, and Wyoming, the location for this position is in our Grand Haven or Wyoming offices. Responsibilities Prepare state and local sales tax returns, personal property tax returns, gift tax returns, and income returns for businesses, individuals, trusts, and estates Manage and cultivate relationships with clients of varying sizes and scopes, serving as the primary point of contact to ensure client satisfaction, effective communication, and ongoing business development Communicate with the IRS and respond to notices on behalf of clients, ensuring timely and accurate resolution of tax issues Assist with client bookkeeping and payroll as needed Analyze tax liability Prepare tax projections Required Qualifications 2+ years of tax preparation experience (4+ years preferred) Bachelor's Degree or higher level of education (in accounting or tax) Team player Desired Qualifications QuickBooks Online Accounting experience preferred, not required Hours of Operation Work week of approximately 42.5 hours Overtime during tax season, work week consisting of approximately 50-60 hours Partial remote opportunities available Benefits 401(k) after 60 days Paid vacation and holidays Tax season bonus Health Insurance Compensation Based on experience Employment Type: Full Time Bonus/Commission: No
Tax Preparation Specialist
Posted today
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We are seeking a motivated and skilled Tax Associate to join our dynamic team. As a trusted advisor, you will provide full-service tax return preparation and support.
Key Responsibilities- Deliver tax expertise and complete preparation services for clients, handling simple to complex tax situations.
- Cultivate a strong customer base by engaging with new prospects through proactive outreach.
- Educate and communicate confidently, demystifying taxes and making them accessible to all.
- Build relationships by understanding customers' financial concerns and demonstrating empathy.
- Active Preparer Tax Identification Number (PTIN) as required by law.
- Minimum of 2 years of experience filing federal and state individual tax returns using professional tax preparation software.
- Familiarity with tax laws and regulations.
- Availability to work a regular schedule with a minimum of 24 hours per week.
- Interest in creating tax-related content and resources for your community.
You will have the opportunity to develop your skills and knowledge in tax preparation, build a strong customer base, and make a positive impact on people's lives.
Tax Preparation Specialist
Posted today
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Empowering individuals to navigate tax complexities and achieve financial success is the cornerstone of this role. As a Seasonal Local Service Expert, you will leverage your expertise in tax preparation and advice to provide seamless services to customers.
About the Role:
This dynamic position combines tax acumen with entrepreneurial spirit and community engagement to drive growth and customer satisfaction. You will serve as a trusted advisor, helping clients overcome tax-related challenges and achieve their financial goals.
Key Responsibilities:
- Provide Tax Guidance - Offer hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations.
- Community Ambassador - Foster strong relationships within the local community, actively engaging with new prospects and nurturing leads to convert them into long-term clients.
- Educate and Communicate - Enthusiastically represent the brand, educating customers about tax solutions and demystifying taxation to make it accessible and approachable.
- Build Relationships - Connect with people, demonstrating understanding and sensitivity to their financial concerns and building trust that turns a one-time transaction into a loyal, multi-year relationship.
Required Skills and Qualifications:
- Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
- Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
- Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
- Familiarity with Circular 230.
- Willing and available to work a static weekly schedule with a minimum of 24 hours per week.
Benefits and Perks:
- A competitive compensation package with a strong pay-for-performance rewards approach.
- Cash bonus and equity rewards opportunities.
- An attractive benefits package.
Additional Requirements:
- Must reside within the United States.
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Tax Preparation Specialist
Posted today
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Job Description
We are seeking highly motivated individuals to join our team in a seasonal capacity as dedicated TurboTax Seasonal Local Service Experts in one of our new locations across the United States.
About the Role:In this role, you will work on-site from a designated location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support.
Responsibilities:- Provide Tax Expertise: Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
- Be a Community Ambassador: Embody a "community ambassador" mindset to cultivate a robust customer base. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach.
- Educate and Communicate Confidently: Enthusiastically represent TurboTax in your local community.
- Build Relationships: Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
- Deliver a Best in Class Customer Experience: Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.
- Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
- Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
- Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
- Familiarity with Circular 230.
- Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a designated location.
- Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community.
Attributes & Skills:
- Passionate about empowering customers and helping them overcome the complexities of taxation.
- Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
- Strong verbal and written communication skills.
- Ability to work in a fast-paced environment independently while managing multiple priorities.
Tax Preparation Specialist
Posted today
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Job Description
Overview:
We are seeking highly motivated individuals with expertise in tax preparation to work on-site from a dynamic location, serving customers both in-person and virtually using Intuit TurboTax products.
About the Role:
- You will leverage your tax expertise to provide full-service tax return preparation, tax advice, calculations, and software/product support to customers with simple to complex tax situations.
- Demonstrate understanding of each customer's unique situation, connect with them on a personal level, and alleviate stress when tackling taxes.
- Provide hands-on tax advice and complete preparation services for TurboTax clients, facilitating discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
Key Responsibilities:
- Proactive Community Ambassador: Cultivate a robust customer base by serving as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients.
- Educate and Communicate Confidently: Enthusiastically represent TurboTax in your local community, demystifying taxes to make them accessible and approachable.
- Build Relationships: Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
- Deliver a Best-in-Class Customer Experience: Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.
Requirements:
- Possess active, unrestricted credentials such as EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
- Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
- Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
- Familiarity with Circular 230.
- Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
Tax Preparation Specialist
Posted today
Job Viewed
Job Description
We are seeking a Seasonal Tax Expert to join our team.
This role is ideal for individuals who have experience in tax preparation and enjoy working with customers to resolve their tax-related issues.
As a Seasonal Tax Expert, you will be responsible for providing expert advice on various tax situations, from simple W2 filings to complex scenarios involving business income, amendments, or investments.
- You will work closely with TurboTax to create a straightforward playbook and utilize essential tools to facilitate your success.
- Educating and communicating confidently about tax-related topics is crucial to this role.
- Your ability to demonstrate understanding of each customer's unique situation and connect with them on a personal level is critical to alleviating their stress when tackling taxes.
- You will also play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty.
This role requires onsite presence at a TurboTax location in the United States on a seasonal basis. To excel in this role, you must possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. You should also have an active Preparer Tax Identification Number (PTIN) and minimum 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
RequirementsTo be successful in this role, you will need:
- A degree in accounting or a related field.
- Active EA, CPA, or Practicing Attorney credentials.
- An active PTIN.
- Minimum 2 years of paid experience in tax preparation.
This role offers a number of benefits, including:
- A competitive salary.
- Ongoing training and development opportunities.
- The chance to work with a leading provider of tax preparation software.
We are a leading provider of tax preparation software, dedicated to helping individuals achieve positive financial outcomes.
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Tax Preparation Specialist
Posted today
Job Viewed
Job Description
This complex position combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.
The ideal candidate will possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
Key Responsibilities:
- Provide Hands-On Tax Advice: Offer personalized tax guidance and complete preparation services for clients, handling simple to complex tax situations.
- Be a Proactive Community Ambassador: Embody a "community ambassador" mindset to cultivate a robust customer base.
- Educate and Communicate Confidently: Enthusiastically represent the company in your local community, hosting engaging learning events and participating in local marketing efforts.
- Build Relationships: Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long-term trust.
- Deliver Exceptional Customer Experience: Create a professional and genuinely interested environment to help clients achieve their financial goals.
Requirements:
- Possess Active Credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
- Minimum 2 Years of Paid Experience: File at least 30 federal and state individual 1040 tax returns per tax season using professional tax preparation software.
- Familiarity with Circular 230.
- Availability: Willing and available to work a static weekly schedule with a minimum of 24 hours per week.
Partner Tax Preparation Advisor Manager

Posted 6 days ago
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Job Description
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You'll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud.
Our Internal Tax team provides internal services related to financial services, treasury and taxation. As part of our team, you'll help the team provide a full range of taxation services to PwC related to complex financial reporting, cost management, tax planning, investment management and transaction processing.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Finance team, you are responsible for managing individual tax compliance and planning for executives within a global network of professional services firms. As a Manager, you lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for achieving project success and maintaining exemplary standards, while leveraging technology and innovation to enhance delivery. This role requires building and maintaining trusted client relationships at the executive level and utilizing project management skills to manage resource requirements and project workflow.
Responsibilities
- Lead and oversee individual tax compliance and planning for executives
- Manage client accounts with a focus on strategic planning and team mentoring
- Achieve project success by maintaining exemplary standards and leveraging technology
- Build and sustain trusted relationships with executive-level clients
- Utilize project management skills to handle resource needs and project workflow
- Inspire and develop junior staff through practical coaching and guidance
- Embrace innovation to enhance service delivery
- Uphold the firm's code of ethics and business conduct
What You Must Have
- Bachelor's Degree in Accounting, Finance
- 4 years of experience
- Certified Public Accountant (CPA), Enrolled Agent or Member of the Bar
What Sets You Apart
- Master's Degree preferred
- Demonstrating understanding of Partnership K-1 income
- Leveraging a network of internal stakeholders
- Managing individual tax compliance/reviews for executives
- Utilizing firm-issued technologies
- Leveraging technical skills with reviewing individual tax returns
- Leading and collaborating with team members virtually
- Building and maintaining trusted client relationships
- Managing a team by leading teams to create trust
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $73,500 - $244,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: