Tax Preparer

Are you passionate about making a lasting impact on someone’s success?

The following information aims to provide potential candidates with a better understanding of the requirements for this role.
Do you find fulfillment in helping others achieve their goals through expert guidance and thoughtful support?
ATHENA CPAs and Advisors is a boutique-style CPA firm committed to empowering business owners to grow with confidence and move toward true financial independence. We pride ourselves on our client-focused approach, proactive strategy, and unwavering commitment to excellence.
ATHENA CPAs and Advisors is looking for a dedicated Tax preparer to join our dynamic team and play a vital role in our clients’ financial success. We are seeking a detail-oriented Tax preparer with strong technical expertise in bookkeeping and individual/business tax preparation. The ideal candidate is confident working independently, committed to accuracy, and comfortable managing multiple client files throughout the year.
Responsibilities
As a Tax preparer, you’ll support both our clients and our internal team through work that truly matters.
Your responsibilities will include:Prepare accurate federal and state income tax returns for individuals and businessesReview financial records, including income statements and expense documentation, to determine required formsEnsure compliance with federal, state, and local tax regulationsIdentify potential tax credits, deductions, liabilities to maximize client benefitsCommunicate with clients to gather necessary information and provide updates throughout the preparation processAssist with resolving client tax issuesStay current on changes in tax laws and regulationsReturn volume is around 200 returns between business and individualReturns are reviewed by a tax reviewer before filing each return
Job Qualifications
We’re looking for someone who embodies both technical skill and heart—someone who wants to genuinely help entrepreneurs thrive.
You are a strong fit if you have:Bachelor’s degree in accounting or financeMinimum of 2 years tax preparation experience (public accounting experience preferred)Strong understanding of tax law, regulations, and compliance requirementsProficiency with ProConnect and Drake tax software and Microsoft Office toolsExcellent attention to detail, analytical skills, and ability to work under pressure and meet deadlinesStrong communication and interpersonal skills for client interactionCPA or EA credential is a plus but not required
This position begins with a 3-week paid trial period, allowing us to experience how we work together and evaluate fit.
BenefitsFlexible scheduleParental leaveProfessional development assistanceWork from home
How to ApplyPlease submit the following:Your current resume outlining your experience and qualificationsA link to your LinkedIn profile (if available)Send your application to
Join us and make an impact!At ATHENA CPAs and Advisors, we’re not just solving financial problems—we’re changing lives. Be part of a team that values your expertise, supports your growth, and empowers you to make a meaningful difference every single day.ATHENA CPAs and Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Application Questions:A client sends you disorganized records mid-tax season and is unresponsive to follow-up questions. How do you keep the return moving without sacrificing accuracy?You’re preparing a return and find a deduction that’s technically allowed but aggressive. How do you decide whether to include it, and how do you explain that decision to the client?You are managing multiple client files with different deadlines during busy season. How do you prioritize and make sure nothing falls through the cracks?Describe a time you caught an error in your own work before submitting it. What was your process for double-checking?Tax law changes frequently. How do you stay current, and can you give an example of a recent change that affected how you prepared a return? xzbcwsv Candidates who successfully complete these application questions will be asked to complete a QuickBooks Online proficiency test and a tax return preparation test as the next step in the hiring process.