Job Description
Job Description
Are you a seasoned tax professional with 3 or more years of experience, skilled in individual tax returns and familiar with professional tax software like Ultra Tax, Pro Fx, or Lacerte? Join the team at Financial Foundations for this seasonal, flexible position built around your schedule — while helping our clients prepare accurate, timely tax returns.
Why join us?
Competitive pay $25-$35 per hour based on experience.
Flexible scheduling : You set your own hours during tax season.
This is an in office position starting in February and ending in April
Join a respected firm : Financial Foundations focuses on client-centric tax services and financial planning.
Use the tools you know : If you have experience with UltraTax (or are eager to learn), you’ll be right at home.
Key Responsibilities
Prepare individual federal and state tax returns accurately for clients of Financial Foundations.
Collect and analyze client financial records and documentation.
Enter data into UltraTax (or comparable tax software) and review for accuracy.
Identify deductions, credits, and ensure compliance with tax laws for clients.
Meet deadlines, manage multiple returns, and maintain confidentiality of client information.
Qualifications & Experience
3 years or more of tax preparation experience (individual returns preferred).
Proficiency with tax preparation software — UltraTax experience strongly preferred but not required
Strong understanding of federal and state tax laws, regulations, and deadlines.
Excellent organizational skills, attention to detail and ability to work independently.
Must be eligible for W-2 employment (not purely contract / freelance).
Preference given to candidates who can commit for the full tax season.
What you’ll bring
A self-motivated attitude and ability to manage your own schedule.
Comfort working independently while aligning with firm standards and client quality expectations.
A dedication to accuracy, confidentiality, and high-quality client service.
Willingness to adapt quickly during the busy tax season and collaborate with team when needed.
Company Description
Enjoy Greater Confidence
With the help of a comprehensive plan
Our team will learn about your strengths and opportunities, detect any dangers, and help navigate a path around your obstacles. You can rely on us to create a custom-made plan that maps out the route to your milestones, while avoiding any potential threats.
Company Description
Enjoy Greater Confidence\r\nWith the help of a comprehensive plan\r\n\r\nOur team will learn about your strengths and opportunities, detect any dangers, and help navigate a path around your obstacles. You can rely on us to create a custom-made plan that maps out the route to your milestones, while avoiding any potential threats.
Seasonal Tax Preparer • Southborough, MA, US