Tax Preparer

Position Overview

We are seeking an experienced and credentialed Tax Preparer to join our team on a full-time, year-round basis. In this role, you will prepare and review individual and small business tax returns for our established client base, working closely with our financial advisors to deliver a coordinated, comprehensive experience. This is an excellent opportunity for a tax professional who enjoys client relationships and wants to be part of a firm that genuinely cares about the people it serves.

Key Responsibilities

• Prepare accurate and complete federal and state income tax returns for individuals, families, and small business clients (1040, Schedule C, Schedule D, Schedule E, and related forms)
• Review prior-year returns and client financial information to identify planning opportunities and potential issues
• Communicate directly with clients to gather necessary documents, explain return details, and answer questions in a clear, approachable manner
• Coordinate with financial advisors to ensure tax strategy is aligned with each client's broader financial plan
• Stay current on changes in federal and state tax law and assess their impact on clients
• Respond to IRS and state tax notices and assist clients with audits or correspondence as needed
• Maintain organized, accurate client records and files in compliance with firm and regulatory requirements
• Support tax planning throughout the year, not just during filing season, including estimated tax calculations, Roth conversion analysis, and year-end planning discussions

Qualifications

Required

• Active CPA (Certified Public Accountant) or EA (Enrolled Agent) credential in good standing
• Minimum 3 years of experience preparing individual income tax returns
• Strong working knowledge of federal and state tax law
• Proficiency in professional tax preparation software (e.g., Drake, UltraTax, Lacerte, or similar)
• Excellent attention to detail and commitment to accuracy
• Strong interpersonal and communication skills — you'll work directly with clients, not just numbers
• Ability to manage multiple client files and deadlines simultaneously

Preferred

• Experience working in a financial planning or wealth management environment
• Familiarity with investment-related tax issues (capital gains, cost basis, retirement distributions, etc.)
• Experience with small business returns (Schedule C, S-Corp, Partnership)
• Proficiency in Microsoft Office, particularly Excel

What We Offer

• Competitive salary commensurate with experience
• Health, dental, and vision insurance
• Paid time off and holidays
• Retirement plan with employer contribution
• A collaborative environment where tax and financial planning work hand in hand
• The opportunity to build meaningful, long-term relationships with clients — not just process returns

Don Settanni, CPA PLLC is a family owned tax and accounting firm serving individuals, families, and small businesses with personalized, year-round financial guidance. As a small firm, we pride ourselves on knowing our clients by name and taking the time to truly understand their financial picture — not just their tax return. Our brother company, Settanni Financial, brings wealth management expertise under the same roof, allowing us to offer clients a fully integrated approach to their financial lives. When you work with us, you're not a number in a queue — you're part of a relationship built on trust, continuity, and genuine care.