Whitnah CPA is seeking an experienced Senior Tax Preparer to join our team for the 2027 tax season (January–April 2027).
This is a part-time, in-office position for an experienced tax professional who can prepare and electronically file tax returns independently with minimal supervision.
If you enjoy working directly with clients, solving tax issues, and preparing high-quality returns in a professional CPA firm, we'd love to hear from you.
Responsibilities
- Prepare and electronically file federal and state tax returns
- Prepare Forms 1040, 1065, 1120-S, 1120, 1041, 709, and related tax filings
- Review client documents and identify missing information
- Communicate directly with clients regarding tax questions and document requests
- Respond to IRS and state tax notices when needed
- Perform tax research on routine tax matters
- Maintain organized electronic workpapers
- Meet filing deadlines while maintaining accuracy and quality
- Work independently while collaborating with the CPA when needed
Required Qualifications
- Active PTIN
- Minimum 5 years of recent tax preparation experience
- Experience preparing individual and business tax returns
- Ability to prepare tax returns independently with minimal supervision
- Strong knowledge of federal and state tax regulations
- Excellent communication and client service skills
- Strong attention to detail and organizational skills
- Proficiency with Microsoft Excel
- CPA or Enrolled Agent license is a bonus
- Ability to work a flexible schedule
Preferred Qualifications
- Experience using Drake/Lacerte Tax Software (strongly preferred)
- Previous experience in a CPA firm
- Experience with multi-state tax returns
- Experience with Forms 1040, 1065, 1120-S, 1120, 1041, 709.
- Experience responding to IRS notices
- CPA or Enrolled Agent (EA) designation is preferred
Interview Process
Qualified candidates will be asked to complete:
- A practical tax preparation assessment
- A brief technical interview
- Professional reference verification
Why Join Whitnah CPA?
- Competitive hourly compensation
- Flexible part-time schedule
- Professional, supportive work environment
- Opportunity for recurring seasonal employment
- Potential for year-round opportunities based on business needs and performance
Job Type: Seasonal, Part-Time
Pay: $40.00 per hour
Benefits
- Flexible schedule
- Performance-based bonus
- Professional development opportunities
Work Location: In Person – Roswell, GA
Job Types: Full-time, Part-time, Temporary
Pay: $40.00 per hour
Benefits:
Application Question(s):
- Do you have an active PTIN?
- How many years of paid tax preparation experience do you have?
- Which tax returns have you independently prepared?
- Do you have recent experience using Drake Tax Software?
- Are you available to work in person at our office in Roswell, GA from January through April 2027?
License/Certification:
- CPA, Enrolled Agent (EA) (Preferred)
Work Location: In person
