About the Opportunity
A privately held accounting and wealth management firm is seeking an experienced Seasonal CPA to support the firm during tax season. This role is ideal for a CPA who enjoys focused tax preparation and review work during peak season and wants to contribute to a professional, client-centered firm without a full-year commitment.
Position Summary
The Seasonal CPA will assist with preparation and review of individual and business tax returns from January through April. The ideal candidate is accurate, efficient, deadline-oriented, and comfortable working in a fast-paced tax season environment. A performance-based bonus opportunity is available based on productivity, accuracy, client service, and overall contribution during the season.
Key Responsibilities
· Prepare and/or review individual, business, trust, and estate tax returns
· Assist with tax planning questions and client follow-up during tax season
· Review client documents for completeness and identify missing information
· Communicate with staff and clients to resolve tax return questions efficiently
· Support filing deadlines, extensions, and estimated tax payment calculations
· Maintain accurate records and documentation within the firm's tax workflow system
· Ensure tax returns meet firm quality standards before delivery or filing
· Assist with workflow improvements and staff support during peak season
Qualifications
· Active CPA license required
· 5+ years of tax preparation or public accounting experience preferred
· Strong knowledge of individual and business tax returns
· Experience with tax software, preferably Drake, UltraTax, Lacerte, or similar
· Ability to work efficiently under tax season deadlines
· Strong attention to detail and commitment to accuracy
· Professional communication skills and client service mindset
· High degree of confidentiality and professionalism
Compensation Structure
Seasonal Base + Production Bonus
· Guaranteed seasonal compensation: $40,000-$45,000 for January-April
· Performance bonus: $5,000 if realized tax revenue reaches $150,000
· Performance bonus: $10,000 if realized tax revenue reaches $165,000
· Performance bonus: $15,000 if realized tax revenue reaches $180,000
Target total compensation:
· At $150,000 revenue: $45,000-$50,000
· At $165,000 revenue: $50,000-$55,000
· At $180,000 revenue: $55,000-$60,000
Bonus eligibility should be subject to quality controls, including accuracy, timely completion, low rework rate, client professionalism, and adherence to firm workflow standards.
Seasonal Schedule
· Expected term: January through April
· Full-time or part-time seasonal arrangements may be considered depending on candidate availability and firm needs
· Additional off-season work may be available by mutual agreement
Pay: $42,000.00 - $60,000.00 per year
Work Location: In person
