Are you passionate about making a lasting impact on someone’s success?
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 businesses
- Review financial records, including income statements and expense documentation, to determine required forms
- Ensure compliance with federal, state, and local tax regulations
- Identify potential tax credits, deductions, liabilities to maximize client benefits
- Communicate with clients to gather necessary information and provide updates throughout the preparation process
- Assist with resolving client tax issues
- Stay current on changes in tax laws and regulations
- Return volume is around 200 returns between business and individual
- Returns 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 finance
- Minimum of 2 years tax preparation experience (public accounting experience preferred)
- Strong understanding of tax law, regulations, and compliance requirements
- Proficiency with ProConnect and Drake tax software and Microsoft Office tools
- Excellent attention to detail, analytical skills, and ability to work under pressure and meet deadlines
- Strong communication and interpersonal skills for client interaction
- CPA 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.
Benefits
- Flexible schedule
- Parental leave
- Professional development assistance
- Work from home
How to Apply
Please submit the following:
- Your current resume outlining your experience and qualifications
- A link to your LinkedIn profile (if available)
Send your application to [email protected]
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?
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.