About McAdams Group
McAdams Group is a dynamic, client-focused financial advisory firm dedicated to helping families achieve clarity, confidence, and peace of mind through personalized estate planning, retirement strategies, wealth management — and comprehensive tax services.
Our mission is to help 10,000 families retire successfully and avoid outliving their money. We believe in integrity, excellence, and a client-first mindset that drives everything we do. Every team member embodies our core values of gratitude, teamwork, and continuous learning.
As part of our tax division, the Seasonal Tax Preparer plays a critical role during tax season by preparing accurate, compliant, and timely tax returns that align with our clients’ broader financial goals.
Job Summary
The Seasonal Tax Preparer is responsible for preparing and reviewing a high volume of individual, business, and trust tax returns for the tax filing season. This role demands strong technical proficiency, detailed understanding of current tax codes, and consistent accuracy under tight deadlines.
Working closely with the Tax Manager and other preparers, you will ensure each return is prepared in compliance with IRS and state regulations, utilizing the firm’s tax software systems to maintain data integrity and efficiency. This position is ideal for experienced professionals who thrive in a fast-paced, quality-driven environment and take pride in technical excellence.
Key Responsibilities
Tax Preparation & Review
- Prepare and review federal and state individual (Form 1040), business (1120, 1120S, 1065), and trust (1041) tax returns.
- Analyze financial statements, K-1s, and supporting schedules to ensure complete and accurate reporting.
- Verify client documentation for accuracy and completeness prior to data entry.
- Apply current tax laws and identify opportunities for tax savings or compliance improvements.
- Maintain organized electronic files in accordance with firm standards and IRS recordkeeping requirements.
Quality Control & Compliance
- Ensure returns meet all IRS and state filing requirements and deadlines.
- Review prior-year returns and reconcile carryforwards and depreciation schedules where applicable.
- Research and resolve discrepancies or tax-related issues as assigned by senior staff.
- Follow firm review procedures to maintain accuracy, efficiency, and compliance metrics.
Collaboration & Workflow Management
- Coordinate with the Tax Manager and operations team to manage workload priorities and daily production targets.
- Utilize tax preparation software (e.g., Drake, UltraTax, ProConnect) and CRM tools to track client progress and filing status.
- Communicate status updates to internal teams to ensure on-time delivery and client satisfaction.
Qualifications
Required:
- Minimum 2+ years of experience preparing individual and/or business tax returns in a professional tax environment
- Valid Preparer Tax Identification Number (PTIN)
- Demonstrated proficiency with tax preparation software (e.g., UltraTax, ProConnect, Drake, or similar)
- Strong knowledge of federal and state tax codes, filing requirements, and current IRS regulations
- Experience preparing returns with multiple income sources, itemized deductions, and complex tax situations
- Proven ability to manage high-volume workloads accurately and efficiently during peak filing periods
Preferred:
- Prior experience in a financial advisory, CPA, or wealth management firm
- Active EA or CPA license (or progress toward certification)
- Experience preparing trust or partnership returns (Forms 1041, 1065)
- Familiarity with workflow management systems and document management tools
Compensation & Benefits
- Competitive hourly or seasonal pay, commensurate with experience
- Collaborative and values-driven team environment
- Seasonal flexibility with potential for return engagement in subsequent tax years
Why Join McAdams Group?
- Impactful Work: Contribute to high-quality tax preparation that supports clients’ broader financial goals.
- Operational Excellence: Be part of a professional team with robust systems and established workflows.
- Career Development: Gain exposure to integrated financial and tax planning strategies.
- Values-Driven Culture: Work in an environment that prioritizes precision, collaboration, and integrity.
If you’re a technically skilled tax preparer seeking a high-performing seasonal role within a professional financial services firm — we invite you to apply.
Pay: $30.00 - $40.00 per hour
Experience:
- Tax Preparation: 2 years (Preferred)
License/Certification:
- Preparer Tax Identification Number (PTIN) (Preferred)
Location:
- Cordova, TN 38018 (Preferred)
Ability to Commute:
- Cordova, TN 38018 (Preferred)
Work Location: In person
